Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

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Are You Truly a "Family of Entrepreneurs"? Does It Matter?

  • 28 October 2015
  • Author: Cari Holbrook
  • Number of views: 1636
  • 0 Comments
Are You Truly a "Family of Entrepreneurs"?  Does It Matter?

Visionary, risk taker, charismatic. These characteristics likely come to mind when describing an entrepreneur. But not everyone who goes into business for themselves is a typical entrepreneur, especially when it comes to starting a family business.

Growing Business, Mounting Employment Taxes: A Bankler Case Study

  • 23 September 2015
  • Author: Cari Holbrook
  • Number of views: 1406
  • 0 Comments
Growing Business, Mounting Employment Taxes:  A Bankler Case Study

Business growth is great. It’s the American dream. But without the right team on your side, the IRS can quickly turn that dream into a nightmare. 

“I failed to realize that middle management was the key to making it all work,” a business owner—now a Steven Bankler, CPA, Ltd. client—confessed when explaining how his company’s rapid growth from three locations to 20 locations in an 18-month period turned into a long-term battle with the IRS.

Selling Mutual Funds? Don't Forget This Tip

  • 26 August 2015
  • Author: Cari Holbrook
  • Number of views: 1534
  • 0 Comments
Selling Mutual Funds?  Don't Forget This Tip

If you buy stocks or have a mutual fund set up to automatically buy or reinvest shares regularly, it’s important to keep track of your cost basis. By doing this, you may be able to greatly reduce your capital gains tax if you ever need to sell some of the shares before retirement.

Divorce and the Family Business

  • 29 July 2015
  • Author: Cari Holbrook
  • Number of views: 1271
  • 0 Comments
Divorce and the Family Business
You won’t own your business forever. Many small business owners neglect to acknowledge that simple fact. Perhaps your exit will be planned to perfection and you’ll either sell to a third-party or leave via a strategic family succession plan. Or maybe life will throw you a curveball. Divorce is certainly one of those curveballs that can be devastating to a business.

4 Signs it's Time to Restructure the Business

  • 24 June 2015
  • Author: Cari Holbrook
  • Number of views: 2087
  • 0 Comments
4 Signs it's Time to Restructure the Business

The tools that worked for you in the past may not work anymore. If more family businesses heeded this advice, there would be far more success stories to be told. Learning when and how to restructure your business (from an LLC to a Corporation, for example) can be the key to unlocking your potential for success.

Multi-Generational Workplace: Making It Work

  • 27 May 2015
  • Author: Cari Holbrook
  • Number of views: 1786
  • 0 Comments
Multi-Generational Workplace:  Making It Work

For the first time ever, business owners are finding themselves managing multiple generations within their staff; from the Silent Generation through Baby Boomers, Generation X, Generation Y (or Millennials) and now even Gen Z. If these names are Greek to you, take a look at why understanding them matters when it comes to business success.

Raising Capital, Finding Support: 6 Resources for San Antonio Businesses

  • 22 April 2015
  • Author: Cari Holbrook
  • Number of views: 1514
  • 0 Comments
Raising Capital, Finding Support:  6 Resources for San Antonio Businesses
Silicon Hills News reports that, in 2014, nine San Antonio startups received investments of $109.5 million from venture capital firms. The city is becoming ripe for startups (a term defined as new businesses developing scalable technologies or products). For two years in a row, San Antonio has been named by American Express OPEN as the top city for female entrepreneurs.

Give Your IRA Some Love Before April 15

  • 25 March 2015
  • Author: Cari Holbrook
  • Number of views: 1927
  • 0 Comments
Give Your IRA Some Love Before April 15

If you wish you had saved more for retirement in 2014, there’s still time. Until April 15, 2015, you can still make a 2014 contribution to your Traditional IRA, Roth IRA, SEP-IRA or even simple 401(k). Here’s why funding these accounts before the tax deadline can help you earn more for retirement and reduce your taxable income.

Employee Fraud is More Common Than You Think

  • 25 February 2015
  • Author: Cari Holbrook
  • Number of views: 2045
  • 0 Comments
Employee Fraud is More Common Than You Think

Is someone at your business “cooking the books” behind your back? Don’t bet against it.  According to the Association of Certified Fraud Examiners (ACFE), small businesses (with fewer than 100 employees) average 28 percent more fraud losses than large businesses. On average, those businesses lost more than $150,000 each. The ACFE recently provided methods to detect and prevent fraud in small businesses. Here’s an overview.

Steven Bankler, CPA, Ltd. Expands Its Leadership, Adding John M. Carr as Director

  • 2 February 2015
  • Author: Cari Holbrook
  • Number of views: 1321
  • 0 Comments
Steven Bankler, CPA, Ltd. Expands Its Leadership, Adding John M. Carr as Director

FOR IMMEDIATE RELEASE

San Antonio, TX (February 2, 2015) – John M. Carr, CPA, MBA, CFE, CVA, CFS, CGMA, CFP®, has joined Steven Bankler, CPA, Ltd. as director.


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The IAPA International LogoRather than experienced bookkeepers, promising CPAs-in-training or studious interns in the process of completing their accounting degrees, you get professional CPAs. We Solve Problems. We provide creative solutions to our clients’ unique problems including tax and estate planning, forensic accounting, expert witness and litigation support.

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