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

News & Events

Huge Overtime Pay Change for Salaried Workers

  • 24 February 2016
  • Author: Cari Holbrook
  • Number of views: 1409
  • 0 Comments
Huge Overtime Pay Change for Salaried Workers

A new federal ruling mandates that all salaried workers, regardless of title or duties, are eligible for overtime if they earn $50,440 or less (effectively doubling the previous limit of $23,660). Experts believe that, under the ruling, businesses will find themselves more vulnerable to an audit and subject to sizable penalties for not accurately tracking and paying nonexempt employees for all hours worked. Those relying on paper time sheets, which are open to human error, and those not requiring employees to track hours at all may be particularly vulnerable.

Succession Planning: Identify Your Company's Future Leaders Early

  • 27 January 2016
  • Author: Cari Holbrook
  • Number of views: 1364
  • 0 Comments
Succession Planning:  Identify Your Company's Future Leaders Early
Who will carry your business into the future? Do you have your successors identified? Do you have a succession plan? How will you know whether or not to look outside the family for the future of your company, even if you run a family business? These are difficult questions to answer but they’re also extremely important to address when it comes to the long-term success of your business.

2016 San Antonio Small Business Outlook

  • 18 December 2015
  • Author: Cari Holbrook
  • Number of views: 1457
  • 0 Comments
2016 San Antonio Small Business Outlook

Job creation remains strong, unemployment is at a historic low, and the city continues to grow. This glowing report from the San Antonio Hispanic Chamber of Commerce’s 2015 Economic Outlook Breakfast still holds true for 2016. Richard W. Fisher, former president of the Dallas Federal Reserve Branch agrees, recently stating that “the majority of the job growth in [Texas] has taken place in three metropolitan areas, Dallas has half of it and the rest is split between Austin and San Antonio—San Antonio is doing well.”

The State of Texas Is Cracking Down on Employee Misclassification

  • 18 November 2015
  • Author: Cari Holbrook
  • Number of views: 1575
  • 0 Comments
The State of Texas Is Cracking Down on Employee Misclassification
The Texas Workforce Commission is cracking down on employee misclassification, primarily as it applies to independent contractors (W9 workers). Before dismissing the issue as not pertaining to you and your business, understand that the TWC and related agencies may not agree with you.

Are You Truly a "Family of Entrepreneurs"? Does It Matter?

  • 28 October 2015
  • Author: Cari Holbrook
  • Number of views: 2060
  • 0 Comments
Are You Truly a "Family of Entrepreneurs"?  Does It Matter?

Visionary, risk taker, charismatic. These characteristics likely come to mind when describing an entrepreneur. But not everyone who goes into business for themselves is a typical entrepreneur, especially when it comes to starting a family business.

Growing Business, Mounting Employment Taxes: A Bankler Case Study

  • 23 September 2015
  • Author: Cari Holbrook
  • Number of views: 1750
  • 0 Comments
Growing Business, Mounting Employment Taxes:  A Bankler Case Study

Business growth is great. It’s the American dream. But without the right team on your side, the IRS can quickly turn that dream into a nightmare. 

“I failed to realize that middle management was the key to making it all work,” a business owner—now a Steven Bankler, CPA, Ltd. client—confessed when explaining how his company’s rapid growth from three locations to 20 locations in an 18-month period turned into a long-term battle with the IRS.

Selling Mutual Funds? Don't Forget This Tip

  • 26 August 2015
  • Author: Cari Holbrook
  • Number of views: 1897
  • 0 Comments
Selling Mutual Funds?  Don't Forget This Tip

If you buy stocks or have a mutual fund set up to automatically buy or reinvest shares regularly, it’s important to keep track of your cost basis. By doing this, you may be able to greatly reduce your capital gains tax if you ever need to sell some of the shares before retirement.

Divorce and the Family Business

  • 29 July 2015
  • Author: Cari Holbrook
  • Number of views: 1554
  • 0 Comments
Divorce and the Family Business
You won’t own your business forever. Many small business owners neglect to acknowledge that simple fact. Perhaps your exit will be planned to perfection and you’ll either sell to a third-party or leave via a strategic family succession plan. Or maybe life will throw you a curveball. Divorce is certainly one of those curveballs that can be devastating to a business.

4 Signs it's Time to Restructure the Business

  • 24 June 2015
  • Author: Cari Holbrook
  • Number of views: 2532
  • 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.

Multi-Generational Workplace: Making It Work

  • 27 May 2015
  • Author: Cari Holbrook
  • Number of views: 2131
  • 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.

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