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Retiring in 2019

  • 26 March 2019
  • Author: Cari Holbrook
  • Number of views: 9
  • 0 Comments
Retiring in 2019
Retiring soon? Congratulations! Certain changes in the tax code affect your income taxes as you retire, including healthcare deductions and Social Security distributions. If you’re a business owner, other changes can affect how you plan your succession and the potential sale of your business.

When A Loan Triggers A Tax Debt

  • 19 March 2019
  • Author: Cari Holbrook
  • Number of views: 45
  • 0 Comments
When A Loan Triggers A Tax Debt

Funds received as proceeds of a loan aren’t taxable as long as you’re expected to pay it back. However, the moment some or all of the debt is forgiven (and doesn’t need to be paid back), the IRS will jump in and want its cut. 


Unlucky Tax Strategies That Don't Work

  • 12 March 2019
  • Author: Cari Holbrook
  • Number of views: 66
  • 0 Comments
Unlucky Tax Strategies That Don't Work
Have you ever heard about a tax strategy you thought was so crazy, it just might work? Here’s what we can tell you: If it’s illegal, the IRS has seen it before, and it’s only a matter of time before they catch on.

Travel, Parking, and Relocation Tax Changes

  • 26 February 2019
  • Author: Alexander Carr
  • Number of views: 139
  • 0 Comments
Travel, Parking, and Relocation Tax Changes

Feeling lost while navigating the new Tax Cuts and Jobs Act (TCJA) changes for business travel, parking and relocation? You’re not alone. Here are some of the top changes and what the IRS has to say (if anything) about them. 

New Temporary Tax Credit for Paid Family and Medical Leave

  • 19 February 2019
  • Author: Alexander Carr
  • Number of views: 73
  • 0 Comments
New Temporary Tax Credit for Paid Family and Medical Leave

Are you an employer who provides paid family and medical leave to your employees? If you are, you may qualify for a new business tax credit through 2019.

Investing in Tax-Friendly Qualified Opportunity Zones

  • 13 February 2019
  • Author: Alexander Carr
  • Number of views: 113
  • 0 Comments
Investing in Tax-Friendly Qualified Opportunity Zones

Among the tax code changes brought on by the Tax Cuts and Jobs Act of 2017 is a new tax-lowering investment tool called Qualified Opportunity Zones. Those willing to invest long-term in these Qualified Opportunity Zones, which are communities that are deemed economically distressed, receive special tax advantages. The longer you invest, the more tax savings you earn.

2019 San Antonio Small Business Outlook

  • 22 January 2019
  • Author: Alexander Carr
  • Number of views: 172
  • 0 Comments
2019 San Antonio Small Business Outlook

Experts have mixed opinions about the health of our economy in 2019 but, for the most part, it’s a great time to be an entrepreneur in San Antonio. Tech, manufacturing, and healthcare—the leading industries—are expected to grow 7-15% by 2023. Large employers like Oracle, Rackspace, USAA, HCA, Martin Marietta, Christus Health and Accenture dominate the list, but more and more supporting small businesses are thriving as they provide research, development, and services. 

Sell Online? How the Wayfair Sales Tax Ruling Affects You

  • 15 January 2019
  • Author: Alexander Carr
  • Number of views: 196
  • 0 Comments
Sell Online? How the Wayfair Sales Tax Ruling Affects You

Wayfair is an online home décor store transforming the way we shop for things like rugs, couches and dining tables on the internet. But, with a recent loss in the U.S. Supreme Court, the e-commerce site is also transforming what sales taxes even small and mid-sized retailers are required to collect online. 

The British Royals’ New IRS Troubles

  • 7 January 2019
  • Author: Alexander Carr
  • Number of views: 415
  • 0 Comments
The British Royals’ New IRS Troubles
The IRS might soon find out more than it’s ever known about the British Royal Family’s worth. Now that Prince Harry and Meghan Markle are married, the couple will need to file U.S. taxes.

Donor-Advised Funds for Charitable Giving

  • 20 December 2018
  • Author: Alexander Carr
  • Number of views: 276
  • 0 Comments
Donor-Advised Funds for Charitable Giving

The National Philanthropic Trust (NPT) reports a record-breaking rise in donor-advised funds for charitable giving. Charities received more than $19 billion from these funds last year, which have grown in popularity due to the new tax laws. 

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