• Succession Planning Using ESOPs
    As seen in the Fort Bend CEO magazine One of the greatest sources of wealth in America is ownership of small businesses, those created by entrepreneurs risking their own capital to try and build a... READ MORE
  • Business Owners and the Tax Law
    As seen in the Fort Bend CEO magazine The changes from the Tax Cut and Jobs Act (TCJA) passed at the end of 2017 vary for businesses depending on the structure of the organization (i.e. C Corporation... READ MORE
  • Business Succession Planning Mistakes To Avoid
    As seen in the Fort Bend CEO magazine Most business owners expect to pass on their pride and joy one day—mostly likely to their children, but possibly to an employee or an outside buyer. This... READ MORE
  • Wrapping Up Your 2016 Finances
    As Seen In the Fort Bend Independent With the close of the year comes a number of different tax and personal finance deadlines of which you should be aware: Required Minimum Distributions for IRAs In... READ MORE
  • Year-End Tax Strategies
    As Seen in the Fort Bend Independent As we continue to approach the end of 2016, it’s important to be aware of some tax strategies that can be implemented. There are some strategies that can wait... READ MORE
  • Should I Own Bonds?
    As Seen In the Fort Bend Independent Many clients come to us having never invested in bonds, with little understanding of how they work and the advantages/disadvantages of owning this asset class.... READ MORE