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.

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Sudden Death & Family Business Exits

Sudden Death & Family Business Exits

We recently wrapped up the Fourth Annual San Antonio Exit Planning Summit with our Exit Planning Exchange (XPX) San Antonio colleagues. A common theme was a sobering but vitally important one...

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Are Required Employee IRAs Coming?

Are Required Employee IRAs Coming?

Tucked into the embattled federal budget reconciliation bill is a possible mandate forcing small businesses with five employees or more to offer an automatic IRA arrangement or 401(k)-type...

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College Athletes “Face” Big Taxes

College Athletes “Face” Big Taxes

College athletes are starting to benefit from being able to sell their name, image, and likeness (NIL). But these athletes may be in for a rude awakening come tax time because even freebies and...

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3 Keys in Choosing a Tax Preparer

3 Keys in Choosing a Tax Preparer

How do you know you’re working with a legitimate tax preparer? The answer isn’t as cut-and-dry as it should be. It’s essential to determine, though, because working with an unscrupulous or...

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E-Sign Extended for More Tax Forms

E-Sign Extended for More Tax Forms

You can keep e-signing many of your IRS forms through the end of 2021, the IRS has announced. Plus, more forms have been added to that list. In April 2021, the IRS announced it will allow...

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Federal Contracting & Your Small Business

Federal Contracting & Your Small Business

Federal contracting can be an excellent niche for small businesses in many areas, including manufacturing, IT, professional services, construction and more. With the federal government...

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Six Early Moves

Six Early Moves

There is only one certainty for business owners: You won’t be able to stay at the helm forever. You’ll exit, either by choice or by circumstance. Some business owners prepare years in advance...

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