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.

Feds Finalize Opportunity Zone Guidance

Feds Finalize Opportunity Zone Guidance

The IRS and U.S. Treasury have finalized regulations for those interested in investing in qualified opportunity zones (QOZs). QOZs were introduced as part of the 2017 tax reform as a way for taxpayers to temporarily defer income gains by investing corresponding...

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New Overtime Pay Rules Are In Place

New Overtime Pay Rules Are In Place

About 1.3 million American workers are newly eligible for overtime pay. Are your employees among them? The U.S. Department of Labor (DOL) updated the earnings threshold necessary to exempt executive, administrative and professional employees from the Fair Labor...

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Liberty Tax Settles Federal Fraud Case

Liberty Tax Settles Federal Fraud Case

Just because a nationwide tax preparation company is well known doesn’t mean the advice given by its representatives is wise or even legal. Liberty Tax Services drove home that point earlier this month. It settled with the federal government for failing to maintain...

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5 Business Money Resolutions To Keep In 2020

5 Business Money Resolutions To Keep In 2020

As we roll into 2020, it’s time to focus on making it the best year yet for your business. That means staying on top of changing regulations, pivoting with the changing needs of your business and financial goals, and addressing some nagging business decisions that may...

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TurboTax’s $216 Million Tax Filing Mistake

TurboTax’s $216 Million Tax Filing Mistake

Who knew part-time work at a thrift store could be so lucrative? Donna Smith was shocked to discover a tax bill from the IRS claimed she owned $216 million in taxes from the modest $10-an-hour job.  The bill was obviously a mistake, but one that managed...

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Scams That Target Veterans And/Or Pose As Veteran Charities

Scams That Target Veterans And/Or Pose As Veteran Charities

Scams involving military veterans are on the rise. These scams fall into two separate categories: those that target military members and veterans and those that pose as veteran charities asking for donations. San Antonio is a military town, which means the likelihood...

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