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IRS Lessons from Charlie Sheen, Prince, and Chris Tucker

IRS Lessons from Charlie Sheen, Prince, and Chris Tucker

Prince’s estate just cleared a big hurdle, Charlie Sheen recently sued the IRS in a last-ditch effort to keep his earnings, and Chris Tucker got hit with a new blow from the IRS after an already 20-year tussle. Let’s look at some of these famous tax battles and how...

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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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Is Your Offshore Trust as Risky as the Media Reports It Is?

Is Your Offshore Trust as Risky as the Media Reports It Is?

If you have an offshore trust or have been entertaining the idea of having one, recent news may have scared you off. The Pandora Papers revealed the inner workings of what’s been dubbed a “shadow economy” benefiting the wealthy and well-connected. But that doesn’t...

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