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.

What Is Tax Loss Harvesting?

What Is Tax Loss Harvesting?

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...

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Tax Treatment of Employee Work/Life Referral Programs

Tax Treatment of Employee Work/Life Referral Programs

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...

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City of San Antonio Resources for Small Businesses

City of San Antonio Resources for Small Businesses

San Antonio is growing and flourishing, as are its small and startup businesses. The Alamo City is a top U.S. market to watch, and employees are happy to work and live here. City officials want to keep it that way and have strengthened programs aiming to help small...

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How Is Tax Filing Season Going?

How Is Tax Filing Season Going?

The IRS has already processed 62 million tax returns and refunded more than $135 billion this tax season. These early-bird taxpayers have received an average tax refund of $3,145, which is 5.8% higher than the same period a year ago. “The bigger average refund marks a...

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Beneficial Ownership and the CTA in the Latest Tax Notes

Beneficial Ownership and the CTA in the Latest Tax Notes

We love participating in Tax Notes! Lee A. Sheppard always has an entertaining spin on the latest tax issues, and the most recent one citing Steven Bankler’s thoughts on beneficial ownership and the Corporate Transparency Act (CTA) is no exception. As Sheppard...

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Giving to Charities Abroad

Giving to Charities Abroad

With war, natural disasters, and other tragedies happening worldwide, you may want to donate to the global causes you believe in. But what are the tax implications of giving to charities abroad? Donating to charity has its own rewards, well above and beyond tax...

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