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.
Sometimes we lose, sometimes we win, and most of us experience both in the same year if our financial portfolios are diverse enough. Tax loss harvesting can be a useful tax tool in these situations. Tax loss harvesting involves selling an investment that has lost...
read more
There’s a cost for success in Texas: The Franchise Tax. If your business is experiencing or planning rapid growth, don’t be caught unprepared when you reach the threshold. The Texas Comptroller considers the Texas Franchise Tax a “privilege” tax, meaning...
read more
The IRS recently announced increased security for the Centralized Authorization File (CAF) program and client transcript process used by tax professionals. A nine-digit CAF number is assigned to tax preparers as an extra layer of security when they are interacting...
read more
Many workers today seek employers who prioritize mental health and wellness. Initiatives like employee work/life referral (WLR) programs are becoming popular ways to meet these expectations, and the IRS is entering the conversation with new guidance on how these types...
read more
Few tax sagas reach the drama and intrigue that the Panama Papers have. The case is considered the granddaddy of offshore account data leaks and holds lessons for the uber-wealthy, yes, but also for the rest of us. The Panama Papers scandal erupted in April 2016,...
read more