Tax Hikes & Opportunities Expected in 2022
Will taxes change in 2022? By how much? The answers are still up in the air—especially as a final decision on President Biden’s Build Back Better bill looks like it’ll be pushed to the New Year. Here’s a list of tax changes we know are happening and others you’ll want to keep an eye on […]
Congratulations, Gina Valorz!
Steven Bankler recognizes Gina Valorz in honor of her 25-year work anniversary. She joined the firm in 1996.
Charitable Giving With Donor-Advised Funds (DAFs)
Donor-Advised Funds (DAFs) have catapulted in popularity. If you’re still unsure what they are but give generously to charitable organizations, it’s time to understand their immense tax-saving potential. The National Philanthropic Trust reports an increase across the board for DAF activity in 2021. Grants from DAFs to qualified charities increased 27% compared to 2019, and […]
Moving From Family-Owned to Employee-Owned
Have you heard of Employee Stock Ownership Plans (ESOPs)? This particular employee-owned model is growing in popularity among manufacturers, professional and tech companies, real estate and construction businesses, and more. Alterman, Inc., one of San Antonio’s oldest and largest electrical contractors, is a great example. The family-owned company began in 1923. By about 1972, it […]