College Athlete NIL Tax Implications: When Fantasy Becomes Reality

In the eyes of the IRS, student-athletes landing NIL deals are now self-run businesses. Learn the tax implications and four golden rules critical to their...

College Athlete NIL Tax Implications: When Fantasy Becomes Reality

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Profit-Sharing Disputes: IDing What Went Wrong

Disputes in closely held businesses rarely stem from simple math errors. Instead, they arise from "creative" accounting that obscures the business's true economic reality....

Profit-Sharing Disputes: IDing What Went Wrong

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What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

While you might not be signing an addendum with the Acting Attorney General, you CAN use closing agreements and statutes of limitation to create your...

What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

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Secret Texas Wealth Tax Traps

When building wealth in Texas, poor planning can result in hefty taxation as you earn your way to the top....

Secret Texas Wealth Tax Traps

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How Long to Keep Tax Records? Forever Might Be Best 

A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars....

How Long to Keep Tax Records? Forever Might Be Best 

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George Clooney’s Exit Tax Dilemma

George Clooney's recent relocation to France highlights a complex financial dilemma: maintain dual citizenship and face dual tax systems, or renounce U.S. citizenship and trigger...

George Clooney’s Exit Tax Dilemma

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Avoiding a Business Seizure for Nonpayment of Taxes

A business seizure is a last-ditch effort following many other attempts at tax collections. Here’s what to watch for and how to respond....

Avoiding a Business Seizure for Nonpayment of Taxes

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Better Tax Preparer Oversight May Be on the Way

Tax preparer oversight might soon be getting a rehaul thanks to a bipartisan Senate bill that aims to impose stricter standards and penalties for misconduct....

Better Tax Preparer Oversight May Be on the Way

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Business Partnership Structure: 6 Things to Consider 

Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors....

Business Partnership Structure: 6 Things to Consider 

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During an IRS Investigation: Are Friends & Neighbors Contacted?

Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy....

During an IRS Investigation: Are Friends & Neighbors Contacted?

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How the New SALT Cap Affects Texas Pass-Through Businesses

How the One Big Beautiful Bill Act substantially changed the SALT Cap rules for Texas pass-through businesses....

How the New SALT Cap Affects Texas Pass-Through Businesses

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Small Business Tax Breaks Back on the Table

How does the latest federal tax bill enhance small business tax breaks?...

Small Business Tax Breaks Back on the Table

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IRS Crackdown on Millionaires Is a Sweeping Success

By ramping up enforcement on high-income earners, the IRS has recovered over $500B in back taxes from millionaires. What does this mean for the future...

IRS Crackdown on Millionaires Is a Sweeping Success

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Four New Tax Breaks Worth Getting Right

Learn four new tax breaks that can help qualified individuals maximize this year's tax refund....

Four New Tax Breaks Worth Getting Right

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AI Versus Forensic Accountants in Early Discovery

Can AI and Forensic Accounting be used in tandem? Learn the answer, and why early involvement is key to success....

AI Versus Forensic Accountants in Early Discovery

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Should I Use AI Tax Advice?

AI tax advice is everywhere. You may be getting AI answers to your tax questions online or in chatbots without even knowing it. What are...

Should I Use AI Tax Advice?

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New Excise Tax on Sending Money Abroad

If you're a small business paying for transfers with cash, money orders, or cashier’s checks, a 1% excise tax will be added to your transactions...

New Excise Tax on Sending Money Abroad

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Employee Fraud: Hard Truths for Small Businesses

Small businesses are often the target of employee fraud. Forensic accountants share three hard truths they may be ignoring about their employees....

Employee Fraud: Hard Truths for Small Businesses

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Turning Last Year’s Business Losses into Tax Opportunities

Have 2025 business losses? They may become NOL carryforwards that can offset up to 80% of taxable income in future profitable years....

Turning Last Year’s Business Losses into Tax Opportunities

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IRS Math Errors Bill: What It Means

The IRS math errors bill will finally shed light on what exactly the IRS decided to correct on your math homework and how long you...

IRS Math Errors Bill: What It Means

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Preparing a Rebuttal Report for When the Math Doesn’t Math

Learn three essentials for writing an effective forensic accounting rebuttal report that stands up in court....

Preparing a Rebuttal Report for When the Math Doesn’t Math

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Maximizing Catch-Up Contributions Before Retirement

If you're 50 or older, these tips can help you max out your retirement contributions and lower your tax bill....

Maximizing Catch-Up Contributions Before Retirement

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How the IRS Audits With AI

America's AI Action Plan emphasizes rapid deployment of AI across federal agencies. Learn how this impacts the IRS and taxpayers....

How the IRS Audits With AI

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Bankler Partners’ Year in Review

As the year comes to a close, we reflect on the milestones, achievements, growth and connections that have made 2025 truly memorable....

Bankler Partners’ Year in Review

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Texas Franchise Tax Reminders 

Texas has changed the rules for franchise tax. To be sure you're covered, review these remaining requirements....

Texas Franchise Tax Reminders 

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How Government Contractors Mitigate Shutdown Losses

Lessons learned during the federal shutdown include three strategies to help government contractors recover losses....

How Government Contractors Mitigate Shutdown Losses

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Charitable Giving Tax Guide for 2026

Charitable giving incentives have changed for 2026. Here's what to consider now and as you move into the New Year....

Charitable Giving Tax Guide for 2026

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Opportunity Zone Incentives Focus on Rural Texas

Discover how proposed program changes could deliver crucial tax break updates and unlock new development areas....

Opportunity Zone Incentives Focus on Rural Texas

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Scary Tax Surprises for Texas Business Owners

Are scary tax surprises lurking around the corner? These tips can help protect your business from an unexpected audit, payroll snafu or tax bill....

Scary Tax Surprises for Texas Business Owners

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Making Sense of No Tax on Tips and Overtime

Navigating no tax on tips and overtime rules can be confusing for employers. Here we share key tips to ensure compliance and clarity....

Making Sense of No Tax on Tips and Overtime

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Estate Planning by Jimmy Buffett Leads to Trouble in Paradise

Where can estate planning go wrong? Learn common mistakes and how to avoid them from Jimmy Buffett's estate....

Estate Planning by Jimmy Buffett Leads to Trouble in Paradise

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Tax Tips for Hiring Seasonal Workers

Are you planning to hire seasonal workers? Knowing these essential tax liabilities and responsibilities can help business owners determine your hiring strategy....

Tax Tips for Hiring Seasonal Workers

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Charity Deductions Are Changing

Charitable deduction rules are changing in 2026. How can you adjust your giving strategy to maximize tax benefits?...

Charity Deductions Are Changing

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Can I Disagree with the IRS?

If you've received a notice from the IRS for a tax penalty, audit or adjustment, there are steps you can take to challenge the determination....

Can I Disagree with the IRS?

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Proving Economic Damages Through Forensic Accounting

Forensic accountants play a crucial role in proving business economic damages in litigation, with investigative skills, financial expertise, and litigation support experience....

Proving Economic Damages Through Forensic Accounting

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One Big Beautiful Tax Bill: Areas of Interest for Domestic Businesses

The domestic business portion of the Trump Administration’s One Big Beautiful Bill (OBBB) includes a handful of changes for small- and medium-sized businesses, affecting bonus...

One Big Beautiful Tax Bill: Areas of Interest for Domestic Businesses

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Incorporating in Texas

Incorporating a business is an important step that comes with many considerations. One in particular: Where should the company be incorporated? Delaware has long been...

Incorporating in Texas

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Online Betting and Your Taxes

As fall sports kick into gear, you may be tempted to try your hand at sports betting. But Texans, in particular, should keep the following...

Online Betting and Your Taxes

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Working on Vacation: Tax Tips and Implications 

Working remotely during a vacation or business trip can offer flexibility, but it also brings unique tax implications. It’s important to understand where business deductions...

Working on Vacation: Tax Tips and Implications 

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$125,000 Business Inventory Tax Exemption Heading to Texas Voters

$125,000 Business Inventory Tax Exemption Heading to Texas Voters

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Beware of Modern Ponzi Schemes

We’ve entered a new era of Ponzi schemes. A record number of the scams have been estimated in 2023 alone, an amount that doubled in...

Beware of Modern Ponzi Schemes

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Bankler Partners, LC, Expands into a New Name and Space

This is a pivotal moment for our firm. The transformation to Bankler Partners and move to our new, modern space represents our dynamic growth and...

Bankler Partners, LC, Expands into a New Name and Space

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Digital Assets and Your Taxes

You may have reveled in the Wild West days of cryptocurrency and other digital assets, but we’re entering an era of meticulous record keeping and...

Digital Assets and Your Taxes

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The Goldilocks Rule for Tax Withholding

If you’re like half of Americans this year, you are more dependent on your tax refund to pay for necessities than you have been in...

The Goldilocks Rule for Tax Withholding

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How Inherited Assets Affect Your Taxes

Inheriting assets can be a financial blessing, but it also raises essential tax questions that many heirs overlook. How you manage those assets can have...

How Inherited Assets Affect Your Taxes

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Getting Hit by Someone Else’s Bankruptcy

Finding out that another business or individual who owes your business money has declared bankruptcy can feel like a kick to the stomach....

Getting Hit by Someone Else’s Bankruptcy

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Welcome to Texas: Cutting Tax Ties with Your Previous State

San Antonio is currently one of the fastest-growing metro areas in the nation. If you’re among our new residents, welcome! Before you enjoy the tax-friendly...

Welcome to Texas: Cutting Tax Ties with Your Previous State

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Reaching the Unreachable IRS

Reaching the IRS has always been challenging. With the IRS workforce reduction continuing, many believe your odds of reaching a warm body to resolve a...

Reaching the Unreachable IRS

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How Is Costco Gold Taxed?

Gold, silver, and other precious metals have emerged as standout assets in today’s unpredictable economy due to their ability to remain somewhat independent from stock...

How Is Costco Gold Taxed?

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Yes, You Do Still Have to File Taxes

Early filing numbers are measurably down this year, data security concerns are high, and IRS staffing is in disarray. But if you’re considering scrapping it...

Yes, You Do Still Have to File Taxes

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Retirement Plan Perks for Texas Small Businesses

Retirement Plan Perks for Texas Small Businesses

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Top 6 Worst Social Media Tax Tips

Top 6 Worst Social Media Tax Tips

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What’s Happening with the Corporate Transparency Act?

In March 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule removing the requirement for U.S. companies to report beneficial ownership information...

What’s Happening with the Corporate Transparency Act?

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Love & Marriage & Your Business Assets

Love & Marriage & Your Business Assets

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How Small Business Owners Reduce Taxable Income

How Small Business Owners Reduce Taxable Income

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Spot These Tax Scam Signs Before It’s Too Late

Spot These Tax Scam Signs Before It’s Too Late

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‘Bitcoin Jesus’ Faces Tax Fraud Reckoning

‘Bitcoin Jesus’ Faces Tax Fraud Reckoning

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Tax Considerations of Qualified Settlement Funds

Tax Considerations of Qualified Settlement Funds

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Weighing Taxes When Selling Your Business

Weighing Taxes When Selling Your Business

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Small Business Merger Tax Considerations

Small Business Merger Tax Considerations

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Charitable Giving & Your Taxes

Charitable Giving & Your Taxes

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Bankler’s Year In Review

Bankler’s Year In Review

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What Tax Cuts & the Economy Might Look Like in 2025

What Tax Cuts & the Economy Might Look Like in 2025

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Corporate Transparency Act & Your Beneficial Ownership Obligations

Corporate Transparency Act & Your Beneficial Ownership Obligations

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Falling Interest Rates and Your Small Business

Falling Interest Rates and Your Small Business

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Beware of Offer-in-Compromise (OIC) Scams

Beware of Offer-in-Compromise (OIC) Scams

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7 Reasons to Itemize Deductions

7 Reasons to Itemize Deductions

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ERC Voluntary Disclosure Temporarily Returns

ERC Voluntary Disclosure Temporarily Returns

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Your Social Security Number Is at Heightened Risk for Theft

Your Social Security Number Is at Heightened Risk for Theft

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The Tax Benefits of a Net Operating Loss (NOL)

The Tax Benefits of a Net Operating Loss (NOL)

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Dangers of AI-Powered Chatbot Tax Advice

Dangers of AI-Powered Chatbot Tax Advice

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IRS Offers Tax Guidance for Inherited Retirement Accounts

IRS Offers Tax Guidance for Inherited Retirement Accounts

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Family Business Growth Through Uncertainty

Family Business Growth Through Uncertainty

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Still Waiting for Your Employee Retention Credit?

Still Waiting for Your Employee Retention Credit?

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What Is Tax Loss Harvesting?

What Is Tax Loss Harvesting?

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Maximizing Tax Deductions in 2024

Maximizing Tax Deductions in 2024

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Reaching Texas Franchise Tax Status

Reaching Texas Franchise Tax Status

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IRS Increases Identity Protection Through Tax Professionals

IRS Increases Identity Protection Through Tax Professionals

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Tax Treatment of Employee Work/Life Referral Programs

Tax Treatment of Employee Work/Life Referral Programs

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Offshore Assets Reminder as Panama Papers Wrap Up

Offshore Assets Reminder as Panama Papers Wrap Up

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Avoid These Latest Small Biz Tax Scams

Avoid These Latest Small Biz Tax Scams

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What Is a Digital Asset?

What Is a Digital Asset?

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City of San Antonio Resources for Small Businesses

City of San Antonio Resources for Small Businesses

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Tax Refund? Celebrate, Then Investigate

Tax Refund? Celebrate, Then Investigate

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IRS Audits Soar for Personal Use of Business Aircraft

IRS Audits Soar for Personal Use of Business Aircraft

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How Is Tax Filing Season Going?

How Is Tax Filing Season Going?

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Beneficial Ownership and the CTA in the Latest Tax Notes

Beneficial Ownership and the CTA in the Latest Tax Notes

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IRS Expands Access to Business Tax Accounts

IRS Expands Access to Business Tax Accounts

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Staffing Strains and the Work Opportunity Tax Credit

Staffing Strains and the Work Opportunity Tax Credit

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Texas Increases Franchise Tax Exemption

Texas Increases Franchise Tax Exemption

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IRS Crackdown on Millionaires Is a Sweeping Success

IRS Crackdown on Millionaires Is a Sweeping Success

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IRS Collection Reminders Are Back

IRS Collection Reminders Are Back

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Giving to Charities Abroad

Giving to Charities Abroad

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IRS Intends to Be More User-Friendly by 2024

IRS Intends to Be More User-Friendly by 2024

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The Fight Over Taxing Unrealized Income

The Fight Over Taxing Unrealized Income

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1099-K Reporting Threshold Takes a Big Dip

1099-K Reporting Threshold Takes a Big Dip

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Timing Is Everything in Tax Planning

Timing Is Everything in Tax Planning

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How Banks Are Tapping into Artificial Intelligence

How Banks Are Tapping into Artificial Intelligence

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2024 Tax Adjustment Highlights

2024 Tax Adjustment Highlights

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Make Family Business Asset Protection a Priority

Make Family Business Asset Protection a Priority

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Client Spotlight

In the eyes of the IRS, student-athletes landing NIL deals are now self-run businesses. Learn the tax implications and four golden rules critical to their…
Disputes in closely held businesses rarely stem from simple math errors. Instead, they arise from “creative” accounting that obscures the business’s true economic reality….
While you might not be signing an addendum with the Acting Attorney General, you CAN use closing agreements and statutes of limitation to create your…
When building wealth in Texas, poor planning can result in hefty taxation as you earn your way to the top….
A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars….
George Clooney’s recent relocation to France highlights a complex financial dilemma: maintain dual citizenship and face dual tax systems, or renounce U.S. citizenship and trigger…
A business seizure is a last-ditch effort following many other attempts at tax collections. Here’s what to watch for and how to respond….
How do you go from zero sales to 800% growth while maintaining a medical career? Dr. Paul Pallan shares his story of dual-career success and…
Tax preparer oversight might soon be getting a rehaul thanks to a bipartisan Senate bill that aims to impose stricter standards and penalties for misconduct….
From U.S. Navy technical training to founding J. Anthony’s Refrigeration in 1988, learn how John Bianchi’s commitment to excellence and high-level expertise built a trusted…
Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors….
Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy….

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