News Room

Avoid These Tax Traps

August 2, 2017
The Situation
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How to Spot an Advisor’s Conflicts of Interest

July 7, 2017
The Situation
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How to Divide your Estate…Unevenly

June 5, 2017
The Situation
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Travel Insurance: Why It's Important

May 23, 2017
What is something you need to purchase before a trip, generally costs very little, and could potentially save you thousands of dollars in the event your travel and stay don’t go as planned. Whether it’s your trip, your luggage, or your health - travel [...]
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PartnersInWealth Wins Award from Better Business Bureau

May 15, 2017
PARTNERSINWEALTH was again honored by the Better Business Bureau (BBB) at its annual Awards of Excellence luncheon on May 12, 2017 at Bayou City Event Center. The gathering recognized both businesses and non-profits that have a superior commitment to [...]
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What Your Insurance Agent Won’t Tell You

May 8, 2017
The Situation
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Top Overlooked Tax Ideas

April 10, 2017
I would like to introduce you to our quest columnist for this month. Robert Gonzales, CPA is the Managing Partner of Linn Thurber LLP, a specialized Houston-based CPA firm providing U.S. tax compliance and advisory services to high net worth individuals [...]
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HBJ Ranks PartnersInWealth #6 Among Houston-area Wealth Management Firms

March 21, 2017
The Houston Business Journal (HBJ) released their new rankings of Houston-area wealth managers, and PARTNERSINWEALTH came in at #6. This ranking is based on assets per client, among firms with investment minimums below $1 million. To produce the list, [...]
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Should Your Kids Pay for College?

March 9, 2017
The Situation
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Coping With the Death of the Death Tax

February 22, 2017
The Situation
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