Smiling man wearing glasses, a patterned blazer, and a collared shirt, standing against a transparent background.

Check out our latest helpful blogs

new tax rules in texas
Texas tax rules are changing in 2026. Learn what Fort Worth small business owners need to know about federal updates, franchise tax, sales tax, and property taxes.
buy-sell-agreement

If Your Business Has Co-Owners, You Probably Need a Buy-Sell Agreement

Are you buying a business which will have one or more co-owners? Or do you already own one fitting this description? If so,

estate-planning-income-taxes

Planning Your Estate? Don’t Overlook Income Taxes

The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be concerned

tax-consequences-of-selling-business-property

Be Aware of the Tax Consequences of Selling Business Property

You should understand the tax implications if you’re selling property used in your trade or business. There are complex rules which could potentially

charitable-donations-allow-you-to-avoid-taxable-IRA-withdrawals

Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals

If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to

borrowing-from-your-corporation

Consider Borrowing from Your Corporation but Structure the Deal Carefully

If you own a closely held corporation, you can borrow funds from your business at lower rates than those charged by a bank.

TCJA tax-provisions-are-scheduled-to-expire

What Might Be Ahead as Many Tax Provisions Are Scheduled to Expire?

Buckle up, America: Major tax changes are on the horizon. The reason has to do with tax law and the upcoming elections. Our

Ready to join a winning team?

Let’s talk about how our experts can help you reach your financial goals.