Blog
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...
Your Retirement in 2022
Retiring soon? You’re not alone. Principal Financial Group reports that 11% of workers plan to retire or leave the workforce in 2022. But don’t let last year’s planning throw this year’s...
Avoiding Payroll Tax Surprises
Business owners in the construction industry need to adjust their workforce continually, which can lead to complicated payrolls. The IRS and the state of Texas have a vested...
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...
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...
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...
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...
In Texas, Resolving Disputed Taxes Just Got Easier
Just getting a case to district court efficiently and affordably has been a massive headache in the past for Texas taxpayers disputing their state and local tax (SALT) bills or refund amounts....
Want to Live & Work Abroad? Get to Know This Income Tax Exclusion
As global borders open, are you ready to head overseas for an extended adventure? “Workcations” are on the rise but, if you’re not careful, your income taxes will rise, too. Nearly 75% of...
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...