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.
We don’t usually talk about ourselves on this blog, but it’s been a fantastic year, thanks to our employees and clients. We just had to share our gratitude and tie it back to what it means for you: We all thrive together. Here are some top reasons we can’t wait to...
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With Donald Trump’s return to the White House and Republicans gaining control of Congress, significant tax cuts and economic changes appear to be on the horizon for 2025. Let’s look at what we might expect based on Trump’s campaign promises and expert analysis. Tax...
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Over the past few years, the SECURE and SECURE 2.0 Acts dramatically changed the rules for qualifying inherited retirement plans, including IRAs. The IRS finally released guidance clarifying some of the major sticking points for fund owners and their beneficiaries. In...
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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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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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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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