Large Gift & Estate Tax Changes In 2021?

The Tax Cuts and Jobs Act (TCJA) temporarily increased the basic exclusion amount of large estate gifts and reduced federal estate tax rates. The moves were made to help high net worth individuals offset estate taxes at the time of death. But what happens now? How might the new administration change course?

Click To View

Client Spotlights

LAW Security

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

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.

Client Spotlights

LAW Security

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

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