Latest Articles

wealth-management1

August 31, 2017 

New Wealth Management System Helps Plan Across Lifetime

This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. Additionally, the firm launched a new corporate ...

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August 31, 2017 

Hurricane Harvey’s Impact Felt By CPAs Across Texas

    By Jason Bramwell   Houston accounting firms are now in recovery mode, focusing on the well-being of their employees and doing what they can to help those less fortunate, following the historic flooding in southeast Texas from Hurricane Harvey. The now-tropical depression, which is currently dumping heavy rain on Louisiana and western Kentucky,...…

Jason Bramwell

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August 30, 2017 

Accountex USA Expo & Conference

Accountex is the leading independent accounting technology conference and expo, and this year will feature more than 50 educational break out sessions. Registered attendees include corporate finance professionals who represent decision makers within ...

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August 30, 2017 

Accountex Tradeshow Hits Boston Sept. 6-8

CPE-eligible sessions include topics on value pricing, blockchain, artificial intelligence, social media, advisory services, technology gadgets, tricks for QuickBooks and Xero, financial fraud, acquisition strategies, sales tax nexus issues ...

eftps 59a6e9e5d5ea6

August 30, 2017 

New Email Options for EFTPS Users

Electronic Federal Tax Payment System (EFTPS) users now have the option to receive emails from the IRS about their electronic tax payments. You can sign up for payment status emails by visiting eftps.gov/eftps.

estate taxes 2  55104565de348

August 30, 2017 

Estate Planning Part III – Bypass Trusts

In the final part of my estate planning series, I would like to tackle more complicated themes that build on the first two parts. The first thing that I would like to discuss in this article is a trust that was once used frequently before portability.

Craig Smalley

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August 30, 2017 

Don’t Miss Out on IRC §1202 Stock

First of all, to qualify as IRC §1202 Stock, the stock must be in a domestic C-Corporation. The stock cannot be held by an S-Corporation or a limited liability company (LLC). Another caveat is that the corporation may not have more than $50 million in ...

Craig Smalley