Blog
What Is Tax Loss Harvesting?
Sometimes we lose, sometimes we win, and most of us experience both in the same year if our financial portfolios are diverse enough. Tax loss harvesting can be a useful tax tool in these...
Maximizing Tax Deductions in 2024
Reaching Texas Franchise Tax Status
There's a cost for success in Texas: The Franchise Tax. If your business is experiencing or planning rapid growth, don't be caught unprepared when you reach the threshold. The Texas Comptroller...
IRS Increases Identity Protection Through Tax Professionals
The IRS recently announced increased security for the Centralized Authorization File (CAF) program and client transcript process used by tax professionals. A nine-digit CAF number is assigned...
Tax Treatment of Employee Work/Life Referral Programs
Many workers today seek employers who prioritize mental health and wellness. Initiatives like employee work/life referral (WLR) programs are becoming popular ways to meet these expectations,...
Offshore Assets Reminder as Panama Papers Wrap Up
Few tax sagas reach the drama and intrigue that the Panama Papers have. The case is considered the granddaddy of offshore account data leaks and holds lessons for the uber-wealthy, yes, but...
Avoid These Latest Small Biz Tax Scams
It’s been a busy tax season for scammers bent on exploiting small businesses. Phishing campaigns that mention Employer Identification Numbers (EINs), tech support, and more are trying to lure...
What Is a Digital Asset?
Now that all taxpayers must answer the digital asset question on their tax forms, it's wise to learn what exactly a digital asset is and isn't as it relates to taxes. The IRS defines digital...
City of San Antonio Resources for Small Businesses
San Antonio is growing and flourishing, as are its small and startup businesses. The Alamo City is a top U.S. market to watch, and employees are happy to work and live here. City officials want...
Tax Refund? Celebrate, Then Investigate
Did you get a tax refund? It’s exciting, isn’t it? Now, the question is: What should you do with it? You could take a vacation, pay down debt, invest it, or fund a retirement account. The...