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

It Can Take 10 Years To Retire Right, And Here’s Why

It Can Take 10 Years To Retire Right, And Here’s Why

Meet Ted. Ted is a C Corp owner who is ready to retire by selling his $1 million worth of stock in the business. Not a bad retirement, right? Let’s take a closer look. The long-term capital gains tax for Ted is $240,000. And the buyer? His tax bill is even worse....

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Joe Biden’s Bold Tax Loophole

Joe Biden’s Bold Tax Loophole

In case you missed it, presidential candidate and former Vice President Joe Biden released his tax returns this summer. He makes a lot, but that’s not what has business owners and accountants talking. Biden and his wife Jill made $15.6 million in 2017 and 2018,...

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Bonus Depreciation Relief For Some 2017-18 Purchases

Bonus Depreciation Relief For Some 2017-18 Purchases

The IRS will now permit taxpayers to change their bonus depreciation treatment for property acquired after Sept. 27, 2017, and placed in service during a tax year that includes Sept. 28, 2017.  Business owners rejoiced when Section 168 of the tax code was...

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Exit Planning Dinner Seminar

Exit Planning Dinner Seminar

Full house for our Exit Planning dinner seminar with Frost Bank and Rosenblatt Law Firm! Thank you to those who joined us and a big thanks to the owners of Coursen-Koehler LLC, JR RAMON Demolition and The Magnolia Pancake Haus, who shared their exit planning...

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No Uber For The Tax Man

No Uber For The Tax Man

Are auditors and other IRS agents allowed to get a ride from a ridesharing service–or even a friend or family member–to a taxpayer’s home or place of business? It depends on whether doing so violates the taxpayer’s privacy rights. That’s the conclusion of...

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