Tax News & Insights for Business Owners

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Bankler Partners

At Bankler Partners, we take pride in the measurable impact our work has on closely held and family-owned businesses. Our Client Spotlights feature real success stories that showcase the depth of our services and the long-term partnerships we build with our clients.

Upcoming

Bankler Events

Join us for webinars, in-person workshops, and more.

XPX
Annual Summit

Join us at the 2025 XPX Annual Summit — a half-day gathering of business advisors, owners, and professionals focused on growth, succession, and value creation….

9/18/25

Open House / Ribbon Cutting

You’re Invited to Our Open House & Ribbon Cutting We’ve moved and we’re marking the occasion with an open house celebration! Join us for an…

7/24/25

Mix & Mingle Happy Hour

An exclusive, invitation-only gathering following the open house — designed for select guests to connect with the Bankler Partners team in a more intimate setting….

8/14/25

Exit Planning Dinner Seminar

TBA – Exit Planning Dinner Seminar A private, invitation-only dinner event focused on strategic exit planning for business owners. Details to be announced….

10/09/25

Upcoming Deadlines

We provide updated deadlines and alerts to help you stay compliant.

August 15th - Certain TX Franchise Tax Reports Due (clients over $10K in payments)

August 15 – Texas Franchise Tax Report Deadline
Franchise tax reports are due for entities that received over $10,000 in total tax payments during the prior state fiscal year. If this applies to your business, ensure your report is filed by this date to remain in good standing with the Texas Comptroller.

September 15th - Tax Returns Due...

September 15th – Tax Returns Due

Extended Partnership Tax Returns Due

Extended S-Corporate Tax Returns Due

Individual Tax Return Quarterly Estimated Payment Due

September 30th - Extended Fiduciary Tax Returns Due

September 30 – Extended Fiduciary Tax Returns Due
This is the final deadline for fiduciary income tax returns (Form 1041) on extension. Trusts and estates that filed for an extension must submit their completed returns by this date to avoid penalties.

Let’s Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.

Blogs and Articles

Insights From the Field

Stay informed with our latest blog posts and timely articles.

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

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

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

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

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

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...

Welcome to Texas: Cutting Tax Ties with Your Previous State

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

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?

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

Retirement Plan Perks for Texas Small Businesses

Top 6 Worst Social Media Tax Tips

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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