Estate Planning Lessons from the Queen of Soul

You gotta give estate planning a little respect for the sake of your heirs. When Aretha Franklin passed away in 2018, the singer’s legacy followed a path trod by all too many iconic musicians before her, including Prince and Tom Petty. That legacy includes courtrooms, IRS debts, and plenty of confusion on who will inherit what.

Click To View

Client Spotlights

Mergeworks

What happens when you combine a passion for creating, a knack for business, and deep family values? For Scott Klingler, owner of MergeWorks, it resulted in a thriving family business known for its…

Falcona

Bessie M. Irizarry loves embracing a good challenge. It’s one of the many reasons she’s earned respect as a female engineer and business owner in predominantly male-dominated fields.

Concepts Construction

San Antonio native Mark Lopez can’t recall a time he didn’t envision himself following the footsteps of his father, a project manager, into the construction business.

Sunshine Medical Uniforms

Siew Pang knows that the key to unlocking the American dream can be discovered by embracing unexpected opportunities.

Magnolia Pancake Haus

If you’re a San Antonian, you may not want to imagine your weekend without brunch at the city’s beloved Magnolia Pancake Haus.

Stone Oak Wealth Management

Greg Thompson has long respected money and how it can catalyze greater things.

Party City

You may not be aware of it, but Don Lasseter has helped you throw a party. How do we know that? He’s the franchise owner of six San Antonio-area Party City stores.

Westar Alamo Land Surveyors, LLC

Land surveyors aren’t known for exceptional customer service. But why shouldn’t they be? David Breaux set out in 1998 to prove that treating customers right can pay off in any industry.

OverWatch Enterprises, LLC

When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud owners of OverWatch Enterprises, LLC, a cutting-edge security services company.

Mr. Electric of San Antonio

Matt and Lara Bruhn met while in graduate school at Harvard. He served as an officer and F-15C pilot with the U.S. Air Force.

Oscar E. Flores Design Studio

Growing up in Piedras Negras, Coahuila, Mexico—just south of Texas along the Rio Grande—Oscar E. Flores dreamed of becoming a designer.

Laredo Technical Services, Inc.

Joseph Lukowski has worked tirelessly serving others his entire life.

Client Spotlights

Mergeworks

Falcona

Concepts Construction

Sunshine Medical Uniforms

Magnolia Pancake Haus

Stone Oak Wealth Management

Party City

Westar Alamo Land Surveyors, LLC

OverWatch Enterprises, LLC

Mr. Electric of San Antonio

Oscar E. Flores Design Studio

Laredo Technical Services, Inc.

Blogs and Articles

Love & Marriage & Your Business Assets

How Small Business Owners Reduce Taxable Income

Spot These Tax Scam Signs Before It’s Too Late

‘Bitcoin Jesus’ Faces Tax Fraud Reckoning

Tax Considerations of Qualified Settlement Funds

Weighing Taxes When Selling Your Business

Small Business Merger Tax Considerations

Charitable Giving & Your Taxes

Bankler’s Year In Review

What Tax Cuts & the Economy Might Look Like in 2025

Texas Franchise Tax Reminders

Corporate Transparency Act & Your Beneficial Ownership Obligations

Falling Interest Rates and Your Small Business

CONTACT US