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Retiring in 2019

  • 26 March 2019
  • Author: Cari Holbrook
  • Number of views: 298
  • 0 Comments
Retiring in 2019
Retiring soon? Congratulations! Certain changes in the tax code affect your income taxes as you retire, including healthcare deductions and Social Security distributions. If you’re a business owner, other changes can affect how you plan your succession and the potential sale of your business.

When A Loan Triggers A Tax Debt

  • 19 March 2019
  • Author: Cari Holbrook
  • Number of views: 344
  • 0 Comments
When A Loan Triggers A Tax Debt

Funds received as proceeds of a loan aren’t taxable as long as you’re expected to pay it back. However, the moment some or all of the debt is forgiven (and doesn’t need to be paid back), the IRS will jump in and want its cut. 


Unlucky Tax Strategies That Don't Work

  • 12 March 2019
  • Author: Cari Holbrook
  • Number of views: 359
  • 0 Comments
Unlucky Tax Strategies That Don't Work
Have you ever heard about a tax strategy you thought was so crazy, it just might work? Here’s what we can tell you: If it’s illegal, the IRS has seen it before, and it’s only a matter of time before they catch on.

The Skinny On Offshore Accounts

Shavano Living

The Skinny On Offshore Accounts

You've likely heard the term "offshore accounts" - perhaps holding your money in one has been recommended to you before. The name may conjure images of the Swiss Alps or a sandy Caribbean beach since Switzerland and the Cayman Island are two popular hubs for the financial vehicles. But what is an offshore account? Are they legal? And would it be a practical tool for an average person?

Travel, Parking, and Relocation Tax Changes

  • 26 February 2019
  • Author: Alexander Carr
  • Number of views: 423
  • 0 Comments
Travel, Parking, and Relocation Tax Changes

Feeling lost while navigating the new Tax Cuts and Jobs Act (TCJA) changes for business travel, parking and relocation? You’re not alone. Here are some of the top changes and what the IRS has to say (if anything) about them. 

New Temporary Tax Credit for Paid Family and Medical Leave

  • 19 February 2019
  • Author: Alexander Carr
  • Number of views: 271
  • 0 Comments
New Temporary Tax Credit for Paid Family and Medical Leave

Are you an employer who provides paid family and medical leave to your employees? If you are, you may qualify for a new business tax credit through 2019.

Investing in Tax-Friendly Qualified Opportunity Zones

  • 13 February 2019
  • Author: Alexander Carr
  • Number of views: 383
  • 0 Comments
Investing in Tax-Friendly Qualified Opportunity Zones

Among the tax code changes brought on by the Tax Cuts and Jobs Act of 2017 is a new tax-lowering investment tool called Qualified Opportunity Zones. Those willing to invest long-term in these Qualified Opportunity Zones, which are communities that are deemed economically distressed, receive special tax advantages. The longer you invest, the more tax savings you earn.

Love and Taxes

Shavano Living

  • 5 February 2019
  • Author: Alexander Carr
  • Number of views: 0
  • 0 Comments
Love and Taxes

Love is in the air, which means wedding bells aren’t far behind. And while taxes may not be first on your mind as you consider tying the knot, they shouldn’t be overlooked. After all, marriage changes everything, taxes included.

Feb 2019 Building Savvy

  • 5 February 2019
  • Author: Alexander Carr
  • Number of views: 0
  • 0 Comments
Feb 2019 Building Savvy

While the decision shouldn’t be taken lightly and could incur significant costs, reviewing your options should be something you do on a regular basis, similar to performing regular maintenance on a vehicle, so it continues to run smoothly. Even seemingly small changes could signify a tax structure modification is in order.

2019 San Antonio Small Business Outlook

  • 22 January 2019
  • Author: Alexander Carr
  • Number of views: 558
  • 0 Comments
2019 San Antonio Small Business Outlook

Experts have mixed opinions about the health of our economy in 2019 but, for the most part, it’s a great time to be an entrepreneur in San Antonio. Tech, manufacturing, and healthcare—the leading industries—are expected to grow 7-15% by 2023. Large employers like Oracle, Rackspace, USAA, HCA, Martin Marietta, Christus Health and Accenture dominate the list, but more and more supporting small businesses are thriving as they provide research, development, and services. 

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