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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Give Your IRA Some Love Before April 15

  • 25 March 2015
  • Author: Cari Holbrook
  • Number of views: 2159
  • 0 Comments
Give Your IRA Some Love Before April 15

If you wish you had saved more for retirement in 2014, there’s still time. Until April 15, 2015, you can still make a 2014 contribution to your Traditional IRA, Roth IRA, SEP-IRA or even simple 401(k). Here’s why funding these accounts before the tax deadline can help you earn more for retirement and reduce your taxable income.

Employee Fraud is More Common Than You Think

  • 25 February 2015
  • Author: Cari Holbrook
  • Number of views: 2305
  • 0 Comments
Employee Fraud is More Common Than You Think

Is someone at your business “cooking the books” behind your back? Don’t bet against it.  According to the Association of Certified Fraud Examiners (ACFE), small businesses (with fewer than 100 employees) average 28 percent more fraud losses than large businesses. On average, those businesses lost more than $150,000 each. The ACFE recently provided methods to detect and prevent fraud in small businesses. Here’s an overview.

Steven Bankler, CPA, Ltd. Expands Its Leadership, Adding John M. Carr as Director

  • 2 February 2015
  • Author: Cari Holbrook
  • Number of views: 1496
  • 0 Comments
Steven Bankler, CPA, Ltd. Expands Its Leadership, Adding John M. Carr as Director

FOR IMMEDIATE RELEASE

San Antonio, TX (February 2, 2015) – John M. Carr, CPA, MBA, CFE, CVA, CFS, CGMA, CFP®, has joined Steven Bankler, CPA, Ltd. as director.


Steven Bankler, CPA, Ltd. Promotes Gina Valorz to Director

  • 2 February 2015
  • Author: Cari Holbrook
  • Number of views: 1704
  • 0 Comments
Steven Bankler, CPA, Ltd. Promotes Gina Valorz to Director

FOR IMMEDIATE RELEASE

San Antonio, TX (February 2, 2015) – Steven Bankler, CPA, Ltd. has promoted Gina Valorz, CPA, PFS, CGMA, to director. Valorz has been with the firm since September 1996.

Steven Bankler, CPA, Ltd. Promotes Julie Ruiz to Firm Administrator

  • 2 February 2015
  • Author: Cari Holbrook
  • Number of views: 1688
  • 0 Comments
Steven Bankler, CPA, Ltd. Promotes Julie Ruiz to Firm Administrator

FOR IMMEDIATE RELEASE

San Antonio, TX (February 2, 2015) – Steven Bankler, CPA, Ltd. has promoted Julie Ruiz to firm administrator. Ruiz has been with the firm since 1994.

3 Ways to Strengthen Your Family Business This Year

  • 29 January 2015
  • Author: Cari Holbrook
  • Number of views: 1589
  • 0 Comments
3 Ways to Strengthen Your Family Business This Year

You made it! Congratulations on surviving another year of running a family business. Was it a breeze, or did it, yet again, feel as if you were clinging to the side of Mt. Everest--gale wind in your face, not able to quite see the top and yet terrified of tumbling downward? If your answer leans to the latter, consider the following three ways to strengthen your family business and gain valuable ground toward the summit this year.

San Antonio Small Business Outlook for 2015

  • 17 December 2014
  • Author: Cari Holbrook
  • Number of views: 2116
  • 0 Comments
San Antonio Small Business Outlook for 2015

Around this time every year, we like to take a look at some fascinating scenarios playing out in and around San Antonio that could affect your business, your taxes and your livelihood. And certainly, in 2015, it all comes down to location, location, location. Whether home base for you is in the city, in a suburb or nearby unincorporated area, or even further outside the metro area, there are some big changes ahead.

Last Minute Tax Deduction Hits...and Misses

  • 2 December 2014
  • Author: Cari Holbrook
  • Number of views: 0
  • 0 Comments
Last Minute Tax Deduction Hits...and Misses
This is often viewed as the season to hurry up and spend some money...in order to save on taxes.  As a business owner, you may have the flexibility to either accelerate or defer business purchases to take full advantage of tax deductions.

Giving Report: Top San Antonio Charities

  • 19 November 2014
  • Author: Cari Holbrook
  • Number of views: 1968
  • 0 Comments
Giving Report:  Top San Antonio Charities
Winston S. Churchill once said, “We make a living by what we get. We make a life by what we give.” In those terms, it may not surprise you that charitable giving is an essential component of a financially healthy business.  Those who give, receive. Did you know, however, the extent to which giving can help business owners save in taxes?  Giving appreciated stocks held for over a year to charity, for instance, holds a double-tax benefit:

IAPA Annual International Conference: Forces Driving Change in the Accounting Profession

  • 31 October 2014
  • Author: Cari Holbrook
  • Number of views: 1508
  • 0 Comments
IAPA Annual International Conference:  Forces Driving Change in the Accounting Profession

FOR IMMEDIATE RELEASE

New York City, NY (October 31, 2014) - Steven Bankler CPA was among the more than 95 accounting firms attending IAPA’s International Conference held in New York, 26-29 October.  Steven Bankler is a member of and US International Representative on the Board of Directors for IAPA, a top 10 international association of independent accounting and business advisory firms with 210 member firms in 70 locations.

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