Spotting Illegal Trusts and Private Family Foundation Arrangements

Spotting Illegal Trusts and Private Family Foundation Arrangements

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What Is Tax Loss Harvesting?

You might be sitting on a valuable tax strategy without realizing it. Before you make any moves, keep these critical rules in mind....

What Is Tax Loss Harvesting?

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Employee Fraud: Hard Truths for Small Businesses

Small businesses are often the target of employee fraud. Forensic accountants share three hard truths they may be ignoring about their employees....

Employee Fraud: Hard Truths for Small Businesses

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Preparing a Rebuttal Report for When the Math Doesn’t Math

Learn three essentials for writing an effective forensic accounting rebuttal report that stands up in court....

Preparing a Rebuttal Report for When the Math Doesn’t Math

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Texas Franchise Tax Reminders 

Texas has changed the rules for franchise tax. To be sure you're covered, review these remaining requirements....

Texas Franchise Tax Reminders 

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Making Sense of No Tax on Tips and Overtime

Navigating no tax on tips and overtime rules can be confusing for employers. Here we share key tips to ensure compliance and clarity....

Making Sense of No Tax on Tips and Overtime

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Incorporating in Texas

Incorporating a business is an important step that comes with many considerations. One in particular: Where should the company be incorporated? Delaware has long been...

Incorporating in Texas

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Working on Vacation: Tax Tips and Implications 

Working remotely during a vacation or business trip can offer flexibility, but it also brings unique tax implications. It’s important to understand where business deductions...

Working on Vacation: Tax Tips and Implications 

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$125,000 Business Inventory Tax Exemption Heading to Texas Voters

$125,000 Business Inventory Tax Exemption Heading to Texas Voters

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Beware of Modern Ponzi Schemes

We’ve entered a new era of Ponzi schemes. A record number of the scams have been estimated in 2023 alone, an amount that doubled in...

Beware of Modern Ponzi Schemes

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Bankler Partners, LC, Expands into a New Name and Space

This is a pivotal moment for our firm. The transformation to Bankler Partners and move to our new, modern space represents our dynamic growth and...

Bankler Partners, LC, Expands into a New Name and Space

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Digital Assets and Your Taxes

You may have reveled in the Wild West days of cryptocurrency and other digital assets, but we’re entering an era of meticulous record keeping and...

Digital Assets and Your Taxes

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The Goldilocks Rule for Tax Withholding

If you’re like half of Americans this year, you are more dependent on your tax refund to pay for necessities than you have been in...

The Goldilocks Rule for Tax Withholding

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How Inherited Assets Affect Your Taxes

Inheriting assets can be a financial blessing, but it also raises essential tax questions that many heirs overlook. How you manage those assets can have...

How Inherited Assets Affect Your Taxes

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Getting Hit by Someone Else’s Bankruptcy

Finding out that another business or individual who owes your business money has declared bankruptcy can feel like a kick to the stomach....

Getting Hit by Someone Else’s Bankruptcy

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Reaching the Unreachable IRS

Reaching the IRS has always been challenging. With the IRS workforce reduction continuing, many believe your odds of reaching a warm body to resolve a...

Reaching the Unreachable IRS

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How Is Costco Gold Taxed?

Gold, silver, and other precious metals have emerged as standout assets in today’s unpredictable economy due to their ability to remain somewhat independent from stock...

How Is Costco Gold Taxed?

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Yes, You Do Still Have to File Taxes

Early filing numbers are measurably down this year, data security concerns are high, and IRS staffing is in disarray. But if you’re considering scrapping it...

Yes, You Do Still Have to File Taxes

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Retirement Plan Perks for Texas Small Businesses

Retirement Plan Perks for Texas Small Businesses

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Top 6 Worst Social Media Tax Tips

Top 6 Worst Social Media Tax Tips

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What’s Happening with the Corporate Transparency Act?

In March 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule removing the requirement for U.S. companies to report beneficial ownership information...

What’s Happening with the Corporate Transparency Act?

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Love & Marriage & Your Business Assets

Love & Marriage & Your Business Assets

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