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

News & Events

Estate Planning Tools for When You're Ill or Injured

  • 27 August 2014
  • Author: Cari Holbrook
  • Number of views: 1694
  • 0 Comments
Estate Planning Tools for When You're Ill or Injured
Estate planning tools like a will and trusts can help ease the transition of a family business and reduce estate tax when you pass away. But what happens when you—the business owner—become hurt or incapacitated? According to the Council for Disability Awareness, a typical, healthy 35-year-old working male has a 21 percent chance of becoming disabled for more than three months during his career.

What's The Worst That Could Happen? Real Taxpayer Situations

  • 23 July 2014
  • Author: Cari Holbrook
  • Number of views: 2155
  • 0 Comments
What's The Worst That Could Happen?  Real Taxpayer Situations

Not following tax laws—either by ignorance, misinterpretation, or by deliberate action—can have major consequences. As a forensic accountant often brought in to serve as an expert witness, I’ve seen the cascading effect that it can have on business owners’ professional and private lives.

Don't Be Fooled: How You Can Detect Business Fraud

  • 25 June 2014
  • Author: Cari Holbrook
  • Number of views: 1693
  • 0 Comments
Don't Be Fooled:  How You Can Detect Business Fraud

I’ve spent decades investigating business fraud as a forensic accountant and expert witness, often at the state and federal levels. The lessons I’ve learned about human behavior and motivation during this time have benefitted my clients in surprising ways. According to the Association of Certified Fraud Examiners, the typical organization loses 5 percent of revenue each year to fraud. The median loss caused by fraud is $145,000, with the fraud lasting a span of 18 months before detection. Every business owner is vulnerable.

Exit Strategies: A Lesson From the Trenches

  • 27 May 2014
  • Author: Cari Holbrook
  • Number of views: 2280
  • 0 Comments
Exit Strategies:  A Lesson From the Trenches

When Randy Smith started his own business at 28 years old, he truly set out on his own: with no partners and no investors. What he envisioned with his point-of-sale technology company, he achieved. Now, at 53, Smith has sold his company and successfully retired. We asked him to share some of the smart moves and tough lessons that led to a successful exit strategy.

Depreciation Nit-picks That Could Cost You

  • 23 April 2014
  • Author: Cari Holbrook
  • Number of views: 2371
  • 0 Comments
Depreciation Nit-picks That Could Cost You

When it comes to your interpretation of tax laws and that of the IRS: a court may decide.  This was a tough lesson learned by Michael Brown, a wealthy life insurance salesman who recently lost a $11.2 million bonus depreciation claim over a seemingly simple oversight.  His story brings to light several lessons for business owners: be aware of the current depreciation laws for business vehicles, interpret them correctly, and choose your words wisely in court.

A Lesson in Value: Special Feature from Steve Bankler

  • 25 March 2014
  • Author: Cari Holbrook
  • Number of views: 1913
  • 0 Comments
A Lesson in Value:  Special Feature from Steve Bankler

Have you ever wondered: What is my true value to my clients or customers? We answered that question from a CPA’s perspective recently in a publication by the American Institute of CPAs®. The topic was on adding value for clients, and what we shared with other CPAs nationwide offers insights into our operations and philosophies. I’d like to share some of these thoughts with you.

Time To File An Extension? Avoid These Two Mistakes.

  • 26 February 2014
  • Author: Cari Holbrook
  • Number of views: 2119
  • 0 Comments
Time To File An Extension?  Avoid These Two Mistakes.

It’s that time of year in which you’re either feeling good about being ahead of tax season or you’re nervously planning a way around the impending deadline. If you’re in the latter situation, you may be considering filing an extension. But, before you do, please note the following two major mistakes business owners often make when deciding to file an extension.

Your Family Business Structure Matters

  • 28 January 2014
  • Author: Cari Holbrook
  • Number of views: 3321
  • 0 Comments
Your Family Business Structure Matters

Deciding how to structure your family business often comes down to what will save you the most in current taxes. With a business owned by multiple family members, however, there are other considerations with longer-range impact. In fact, your business structure could affect whether or not your family can remain in business for generations to come.

San Antonio Small Business Outlook for 2014

  • 17 December 2013
  • Author: Cari Holbrook
  • Number of views: 2678
  • 0 Comments
San Antonio Small Business Outlook for 2014

Big things are happening in the Alamo City in 2014. With the New Year approaching, now is the time to reflect on how these changes will affect your small or family-owned business. Here we point out some fascinating scenarios currently playing out in our great city, which could affect your business, your taxes and your livelihood in 2014.

Defer Income to 2014? Yes, You Can!

  • 20 November 2013
  • Author: ellice909
  • Number of views: 3267
  • 0 Comments
Defer Income to 2014? Yes, You Can!
Tax time can be stressful for a small business owner, especially if you experienced unexpected large business and/or personal gains or losses this year. Keeping income growth relatively steady from year to year is an ideal scenario to manage expected tax liabilities. A huge boost in income could become a huge tax burden when not managed wisely.
RSS
123456

Expertise

When you hire Steven Bankler and his team of certified public accountants, you get seasoned, knowledgeable CPAs.

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.

Testimonials

Curriculum Vitae

Quoted Opinions

Newsletter Signup

First Name:
Last Name:
E-Mail: