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.
You’re on the verge of closing on the purchase of a new house when an email comes in from the agent. It includes instructions on how to wire your closing costs just as you anticipated. The timing is correct, and the email seems legitimate, so you don’t question it....
read more
Businesses and individuals who use digital platforms like Venmo, Paypal, and eBay were bracing for tax headaches as the tax reporting threshold was about to drop with the New Year’s ball to $600. That plan changed at the last moment. For months, the IRS had been...
read more
If you’re a family business owner, you likely didn’t choose that path because you hungered for business growth. But did you know that growth is the key to your family business thriving past the first generation? The latest PwC Global NextGen Survey sheds light on this...
read more
The Texas Comptroller’s office approved and paid out a record $309 million in unclaimed property during the past fiscal year. It might be worth checking out for yourself. Since 1963, Texas has had a system in place requiring institutions, businesses, and governmental...
read more
It’s hard to hide one billion dollars from the IRS, as a Dallas attorney allegedly found out recently. The man is accused of creating tax shelters to help high-net-worth clients conceal giant sums of money in income from the IRS. What did he allegedly do? According to...
read more
Inflation adjustments are bigger than usual in 2023: coming in at about 7% for more than 60 federal tax provisions, including personal tax deductions, capital gains thresholds, and estate taxes. As part of the changes, income tax brackets are being bumped up,...
read more