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.

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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Our Annual Charitable Giving Guide

Our Annual Charitable Giving Guide

It’s the most wonderful time of the year! In this season of giving, we’re bringing you our annual charitable contribution tips. How can you make your giving stretch and how can you ensure it goes to those who need it most? Let’s take a look. Consider bunching your...

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When A POS System Turns Into Tax Evasion

When A POS System Turns Into Tax Evasion

Sales suppression software has been around for a while, but the government is getting more serious about sniffing it out. The software, commonly called tax zapper software, is used to modify sales reports generated by point of sale (POS) software systems for the...

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It Can Take 10 Years To Retire Right, And Here’s Why

It Can Take 10 Years To Retire Right, And Here’s Why

Meet Ted. Ted is a C Corp owner who is ready to retire by selling his $1 million worth of stock in the business. Not a bad retirement, right? Let’s take a closer look. The long-term capital gains tax for Ted is $240,000. And the buyer? His tax bill is even worse....

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