Welcome to Texas: Cutting Tax Ties with Your Previous State

San Antonio is currently one of the fastest-growing metro areas in the nation. If you’re among our new residents, welcome! Before you enjoy the tax-friendly perks of living and running a business in Texas, you’ll need to cut tax-ties with your previous state. Some, like California and New York, make that very tricky. 

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 concern or answer questions may be dwindling. 

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 market volatility. Costco took note and now counts gold bars and coins as some of its most popular sales items, making it even easier for consumers to own tangible precious metals. 

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 all and “getting to it when you get to it,” here’s a tip: File your taxes. File an extension, if needed, but file. There are too many costly consequences for not doing so. 

Retirement Plan Perks for Texas Small Businesses

Texas isn’t one of the many states now requiring small businesses to provide access to retirement perks, but it may not be a bad idea to add such a benefit to your competitive employment package.  Most states now have some sort of mandatory requirement, either enacted or in the works, for small businesses to provide […]

Top 6 Worst Social Media Tax Tips

Any advice can seem solid when it’s a soundbite. Tax tips via social media are no different. About 80% of young professionals today admit to following financial advice from sources like Facebook, Instagram and TikTok. You may have been lured in yourself.  It’s gotten to the point where the IRS has issued warnings about social […]

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 (BOI) to FinCEN under the Corporate Transparency Act.

LAW Security

A terrifying home invasion involving men with masks and guns set Pam Wood on an unexpected path to business ownership in 1981.

Love & Marriage & Your Business Assets

Life is unpredictable. For small business owners, the stakes can be even higher. While we often focus on growing and running our businesses, it’s equally important to plan for life’s relationship highs and lows—like love, marriage, divorce, or even death. These events can have far-reaching business consequences, from legal battles to financial complications. When Love […]