A manufacturing company came to us 20 years ago. At the time they were a $2 million company. Our firm guided them with financial matters, including estate entity and tax planning, as well as pension plans. We even helped them switch from a C-Corporation to an S-Corporation before the 1986 Tax Act deadline to avoid tax on built-in gains. We’ve been happy to actively participate in their growth over the last two decades... they are now a $100 million company... and still a client. One of our clients in the entertainment industry needed to create a "script library", requiring the transfer of some 40,000 documents from paper to electronic medium. We used our technology edge to provide an effective alternative to the solution offered by a world leader in document management, saving our client a substantial amount of money. A business owner came to us after his previous accountant produced a return just days before a filing deadline in which he unexpectedly owed a six-figure sum. Not having had the opportunity of preparing for that amount, the payment needlessly became a financial crisis. Through the use of tax projections and other planning techniques, we proactively direct our clients, as we now do with this client, avoiding penalties and optimizing cash management. One of our firm's principals sits on the local chapter of the Accounting Principals and Auditing Standards Committee (APASC). Some time ago, the rules changed for tax provisions on financial statements. Different people would be affected by the changes at different times. The Financial Accounting Standards Board, who issued this pronouncement, received a lot of negative mail about the changes. The Board responded by moving the effective date forward causing even more confusion. Our principal followed all this, blow by blow, as an APASC member, where the changes were heavily debated. He then took continuing professional education courses on the subject, and used his knowledge to design an in-house training program on how the changes would impact our clients. This knowledge exchange has become increasingly important since the number of standards handed down by the various professional boards has increased four-fold since the early 1970's. An actor came to us some time ago looking for a new business manager to replace the one he had been using. When we did an initial analysis of his financial affairs, we found a number of issues that demanded immediate attention, not the least of which was the IRS holding a substantial amount of his money due to overpayments, which we corrected and had refunded. We then went on to more traditional needs that has not been dealt with in the past, such as life and disability insurance, tax and estate planning, restructuring his corporate retirement plan, evaluating and coordinating the investment strategy, working on better cash management, and resolving corporate documentation deficiencies with the help of a corporate attorney. With Sobul, Primes & Schenkel, he now has open communication and is able to stay in touch with what’s going on with his financial affairs.