Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

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Are Gold Coins and Hedge Funds Good Retirement Plans?

  • 7 July 2015
  • Author: Cari Holbrook
  • Number of views: 1399
  • 0 Comments
Are Gold Coins and Hedge Funds Good Retirement Plans?

News broke last month that Renaissance Technologies, owned by hedge fund leader James Simons, abolished its 401(k) plan and won the government’s permission to put pieces of Simons’ own Medallion fund inside Roth IRAs for employees instead. As Bloomberg News reports, “That means no taxes—ever—on the future earnings.”

4 Signs it's Time to Restructure the Business

  • 24 June 2015
  • Author: Cari Holbrook
  • Number of views: 2066
  • 0 Comments
4 Signs it's Time to Restructure the Business

The tools that worked for you in the past may not work anymore. If more family businesses heeded this advice, there would be far more success stories to be told. Learning when and how to restructure your business (from an LLC to a Corporation, for example) can be the key to unlocking your potential for success.

Charity Scams: What You Need to Know

  • 23 June 2015
  • Author: Cari Holbrook
  • Number of views: 1627
  • 0 Comments
Charity Scams:  What You Need to Know

Some charities sound like great causes but turn out to be scams. While it’s important to help others (and it can even be helpful to you, come tax season) charity scams can turn a moment of giving into a moment you wish you could get back.

When Employees Are Called for Jury Duty

  • 9 June 2015
  • Author: Cari Holbrook
  • Number of views: 1515
  • 0 Comments
When Employees Are Called for Jury Duty
Participating in the judicial process is an important role. And most calls for jury duty result in little more than a day away from work, so it doesn’t necessarily disrupt business as usual when an employee gets called to serve. But what if jury duty ends up taking longer than a day or two?

Multi-Generational Workplace: Making It Work

  • 27 May 2015
  • Author: Cari Holbrook
  • Number of views: 1773
  • 0 Comments
Multi-Generational Workplace:  Making It Work

For the first time ever, business owners are finding themselves managing multiple generations within their staff; from the Silent Generation through Baby Boomers, Generation X, Generation Y (or Millennials) and now even Gen Z. If these names are Greek to you, take a look at why understanding them matters when it comes to business success.

When Adult Children Move Home: Take Tax Advantage

  • 26 May 2015
  • Author: Cari Holbrook
  • Number of views: 1251
  • 0 Comments
When Adult Children Move Home:  Take Tax Advantage

They’re called the “boomerang” generation: young adults who move back into their parents’ homes, usually to save money after college. One study revealed that nearly 40 percent of young adults ages 18 to 34 have moved back in with their parents for a time after moving out.

Lopez Printing

Lopez Printing

  • 22 May 2015
  • Author: Cari Holbrook
  • Number of views: 0
  • 0 Comments
Lopez Printing
It was Leonard Lopez, Jr.’s dream to one day own his own business. Growing up in San Antonio’s Westside, he felt a strong connection to his community but also a pull toward achieving the American Dream for himself and his future family.

Why Planning to Sell Your Business is Always a Good Idea

  • 12 May 2015
  • Author: Cari Holbrook
  • Number of views: 1323
  • 0 Comments
Why Planning to Sell Your Business is Always a Good Idea

One in three small business owners plan to fund their golden years by selling their businesses. However, half of these business owners do not have potential buyers lined up. These statistics from a 2014 Small Business Retirement Readiness Study shed light on a common issue among entrepreneurs: the issue of poor exit planning.

Raising Capital, Finding Support: 6 Resources for San Antonio Businesses

  • 22 April 2015
  • Author: Cari Holbrook
  • Number of views: 1506
  • 0 Comments
Raising Capital, Finding Support:  6 Resources for San Antonio Businesses
Silicon Hills News reports that, in 2014, nine San Antonio startups received investments of $109.5 million from venture capital firms. The city is becoming ripe for startups (a term defined as new businesses developing scalable technologies or products). For two years in a row, San Antonio has been named by American Express OPEN as the top city for female entrepreneurs.

How an LLC Can Help a Business Thrive

  • 21 April 2015
  • Author: Cari Holbrook
  • Number of views: 1494
  • 0 Comments
How an LLC Can Help a Business Thrive

Taking on partners or investors can be risky, especially when you’re just starting out. However, certain risks are necessary in order to succeed. Some tools can help mitigate the risk of getting outside funding for a business. An LLC structure is one of those tools.

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