Growth & Your Family Business

If you’re a family business owner, you likely didn’t choose that path because you hungered for business growth. But did you know that growth is the key to your family business thriving past the first generation? The latest PwC Global NextGen Survey sheds light on this factor, along with how different generations within a family […]

Have You Checked for Unclaimed Property Lately?

The Texas Comptroller’s office approved and paid out a record $309 million in unclaimed property during the past fiscal year. It might be worth checking out for yourself. Since 1963, Texas has had a system in place requiring institutions, businesses, and governmental entities to report to the state any personal property that has been unclaimed […]

How a $1 Billion Texas Tax Shelter Blew Apart

It’s hard to hide one billion dollars from the IRS, as a Dallas attorney allegedly found out recently. The man is accused of creating tax shelters to help high-net-worth clients conceal giant sums of money in income from the IRS. What did he allegedly do? According to the U.S. Attorney for the Northern District of […]