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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Selling Mutual Funds? Don't Forget This Tip

  • 26 August 2015
  • Author: Cari Holbrook
  • Number of views: 3130
  • 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: 2694
  • 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: 3925
  • 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: 3339
  • 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.

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

  • 22 April 2015
  • Author: Cari Holbrook
  • Number of views: 2972
  • 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.

Give Your IRA Some Love Before April 15

  • 25 March 2015
  • Author: Cari Holbrook
  • Number of views: 3447
  • 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.

3 Ways to Strengthen Your Family Business This Year

  • 29 January 2015
  • Author: Cari Holbrook
  • Number of views: 2759
  • 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.

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.

End of Year Business Deduction Review

  • 29 October 2014
  • Author: Cari Holbrook
  • Number of views: 3315
  • 0 Comments
End of Year Business Deduction Review
Accelerate or defer business expenses? That’s the question often weighing on the minds of business owners this time of year. The answer you choose could help you finish out the year strong by taking full advantage of tax deductions. Further complicating the decision this year, however, is Congress.

Estate Planning Tools for When You're Ill or Injured

  • 27 August 2014
  • Author: Cari Holbrook
  • Number of views: 3007
  • 0 Comments
Estate Planning Tools for When You're Ill or Injured
Estate planning tools like a will and trusts can help ease the transition of a family business and reduce estate tax when you pass away. But what happens when you—the business owner—become hurt or incapacitated? According to the Council for Disability Awareness, a typical, healthy 35-year-old working male has a 21 percent chance of becoming disabled for more than three months during his career.
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