Oct 19, 2021 Investment Are Capital Gains Taxes Changing? There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan. Read More
Oct 6, 2021 Insights Beginning the Business Succession Process: A Guide for Business Owners While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start. Read More
Sep 1, 2021 Retirement Funding As of Now, Social Security Benefits Will Be Cut By 2034. Here Are 5 Ways to Help Fill the Gap If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap. Read More
Jul 16, 2021 Retirement Funding RMDs For 2021: Here's What's Changing Following the CARES and SECURE Acts, the rules for RMDs from retirement accounts have changed in 2021. This summary will show you how. Read More
Jul 2, 2021 Retirement Funding Preparing For a Business Valuation: A Guide For Small Business Owners in Texas Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business. Read More
Jun 10, 2021 Insights Where Does the Travel Industry Stand as Summer 2021 Kicks Off? It's officially time to say hello to Summer. If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition. Read More