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.

Tax Hikes & Opportunities Expected in 2022

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...

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Charitable Giving With Donor-Advised Funds (DAFs)

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...

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Moving From Family-Owned to Employee-Owned

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...

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