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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Blog

Your Retirement in 2022

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...

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Avoiding Payroll Tax Surprises

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...

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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...

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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...

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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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