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.

Study Reveals Who’s Most Likely to Cut Out Heirs

Study Reveals Who’s Most Likely to Cut Out Heirs

Who would have predicted this plotline: Agreeable and extroverted individuals are more likely to distribute wealth to their children unequally, while more calculating introverts appear likelier to divide their estate evenly among multiple heirs. Consultant Matthew...

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Overestimating Your Retirement Savings?

Overestimating Your Retirement Savings?

A recent study shows 28% of U.S. households think they’re on track for retirement but are actually at risk of falling short. Extremely surprising: High-income households are most likely to fall into this trap. The Center for Retirement Research at Boston College led...

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Business Structure Myths Vs. Facts

Business Structure Myths Vs. Facts

Whether you’re new to entrepreneurship or you’ve been in business for years with a full staff and profitable company behind you, the need to evaluate (or re-evaluate) your business structure regularly will never disappear. The two main reasons: taxes and liabilities...

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Is It Time to Sell the Business?

Is It Time to Sell the Business?

Timing is everything. But what is the best “timing” when it comes to selling your business? It’s certainly an individual decision (no two business owners’ situations are alike). But to help identity what’s right for you and your business, look for these clues: Your...

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Is Your Family Business Failing to Innovate?

Is Your Family Business Failing to Innovate?

Family businesses are typically slow to embrace change, which is a fatal liability these days. A failure to innovate is a significant reasonfamily businesses don’t make it past the first or second generation. Working with closely held family businesses throughout the...

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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 construction businesses, and more. Alterman, Inc., one of San Antonio’s oldest...

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