News Room

Year-End 2018 Tax Planning to Reduce Taxes

November 19, 2018
As we approach year-end we urge you to be proactive with tax planning as the tax reduction ideas below need to be implemented prior to December 31, 2018. Here are five ideas that may help reduce your taxes. 
Read More

Avoid These Tax Traps

August 2, 2017
The Situation
Read More

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 [...]
Read More

2017 Tax Changes You Need to Know

December 8, 2016
A little time spent planning for the year ahead can go a long way towards ensuring you are minimizing the income taxes you pay.  The IRS has released its changes for the new tax year. We have summarized a few of the important ones below for you to [...]
Read More

Tax Changes for 2016 You Need to Know

December 17, 2015
For many of us, the holiday season promises plenty of shopping, parties, family gatherings and sporting events to pass the time as activity at the office may slow a bit (assuming you don’t work in the retail sector!). But you might want to take a little [...]
Read More

Tax Law Changes You Need to Know

January 6, 2015
It’s that time of year again. Holiday celebrations are behind us. New Year’s Eve hangovers have (hopefully) faded. That sometimes-dreaded American rite, April 14, is on the horizon and coming closer, and ignoring it won’t help. It’s time to think about [...]
Read More

For Tax Savings, Don’t Just Look to Your CPA

April 22, 2014
In a recent WEALTHWISE I told you about a client who saved $80,000 in taxes after we called a meeting with their other advisors. But sometimes collaboration comes about in a different way. Sometimes our clients’ advisors come to us.
Read More

It's HOT in Houston - Property Taxes

April 9, 2014
It’s a beautiful spring, and Houston’s economy is HOT!  Harris and surrounding counties are enjoying a booming real estate market.  Home values are up and are predicted to rise further.   That’s great – Right?
Read More

Paying Too Much in Taxes? You May Be Looking in the Wrong Place For Relief

August 15, 2013
Pop quiz: Who do you turn to for advice when you want to reduce your tax bill? If you’re like most people, you might answer, “My CPA.” You hand off forms and receipts and hope for a miracle. More often than not, you don’t get one.
Read More

How the New Tax Laws will Affect You - Part III

January 23, 2013
Part III – Taxes under the Patient Protection and Affordable Care Act  
Read More