Oct 26, 2021
We recently wrapped up the Fourth Annual San Antonio Exit Planning Summit with our Exit Planning Exchange (XPX) San Antonio colleagues. A common theme was a sobering but vitally important one for all business owners: How sudden illness or death can complicate business...
read more
Oct 19, 2021
Tucked into the embattled federal budget reconciliation bill is a possible mandate forcing small businesses with five employees or more to offer an automatic IRA arrangement or 401(k)-type plan. “Under the proposal, starting in 2023, employers with five or more...
read more
Oct 12, 2021
College athletes are starting to benefit from being able to sell their name, image, and likeness (NIL). But these athletes may be in for a rude awakening come tax time because even freebies and other non-monetary payments can be considered income. It’s a lesson...
read more
Oct 10, 2021
The American tax system is filled with tax breaks that can save you thousands of dollars, as long as you know where and how to look. But the system is decidedly not “user friendly,” which is why many taxpayers miss out. Finding a savvy tax preparer who...
read more
Sep 28, 2021
Phishing attacks are getting more sophisticated, even forcing many businesses that fall victim to them to close. The sad truth is that 60% of small businesses are shut down within six months of a significant cyberattack because of the financial losses involved (an...
read more
Sep 21, 2021
Newly arrived in Texas by way of California? There’s a strong influx of California transplants to the area, particularly among entrepreneurs. If you’re among them, welcome! But fair warning: Leaving the state doesn’t necessarily mean you’ll stop paying California...
read more