Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Large Gift & Estate Tax Changes in 2021?

Large Gift & Estate Tax Changes in 2021?

The Tax Cuts and Jobs Act (TCJA) temporarily increased the basic exclusion amount of large estate gifts and reduced federal estate tax rates. The moves were made to help high net worth individuals offset estate taxes at the time of death. But what happens now? How...

read more
Your Sales Tax “Holiday” Is Ending

Your Sales Tax “Holiday” Is Ending

In the early months of the pandemic, states and local jurisdictions slowed their enforcement of sales tax collections from small businesses. But now that we’re finding a new norm within pandemic economic restraints, you can expect that grace period to end. This...

read more
Surprise! State Taxes May Kick in If Working Remotely

Surprise! State Taxes May Kick in If Working Remotely

If you spent part of your 2020 quarantine working remotely out of state, you (or your business entity) could be surprised with state taxes. A recent poll found that more than half of Americans who worked remotely during the pandemic aren’t aware of the possible tax...

read more
Virtual Stuff the Van for Blue Santa

Virtual Stuff the Van for Blue Santa

The San Antonio Chapter of the Texas Society of Certified Public Accountants is carrying on the 27-year tradition of supporting the San Antonio Police Department’s Blue Santa toy drive! The Bankler team collected toy donations to be distributed to children in need by...

read more