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.
The Tax Cuts and Jobs Act (TCJA) temporarily increased the basic exclusion amount of large estate gifts and reduced federal estate tax rates. The moves were made to help high net worth individuals offset estate taxes at the time of death. But what happens now? How...
read more
The maximum payout in 2021 has increased $1,644 a year for high-wage earners who meet the criteria and qualify for full-time retirement But the payroll tax that funds Social Security is rising, too. In 2021, the maximum earnings subject to the Social Security payroll...
read more
You worked your entire life for this. So, why not take full advantage of Social Security benefits the moment you can? There’s some merit to that way of thinking, but the reality isn’t as rosy. Relying on Social Security for the long haul — and to...
read more
The San Antonio Chapter of the Texas Society of Certified Public Accountants is carrying on the 27-year tradition of supporting the San Antonio Police Department’s Blue Santa toy drive! The Bankler team collected toy donations to be distributed to children in need by...
read more
You may have heard that Paycheck Protection Program (PPP) loan forgiveness is already being administered, but you can wait until 2021 to apply. It might even be more tax-advantaged to do so (depending on your situation). And you may decide that full forgiveness...
read more