Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Outgrowing Your SEP or Solo 401(k): The Rules That Change When You Hire Employees

Most owner-operated businesses choose a retirement plan exactly once. It was just you on payroll, someone

ISO, NSO, RSU, ESPP: A DFW Employee’s Map of Equity-Comp Taxes

Employees at Dallas-Fort Worth’s biggest employers, including Caterpillar, Toyota Motor North America, Charles Schwab, Lockheed Martin,

Trump Accounts vs. 529s vs. Custodial Roths: How Does the New Kids’ Account Compare?

If you have children under 18, you now have three tax-advantaged places to put money for

The Grandparent 529 After FAFSA Simplification: The Aid Loophole That’s Now Legal

For years, grandparents were often told to be careful about using a 529 plan to pay

Retiring From AT&T, American Airlines, or Lockheed

You spend thirty years earning a pension and about six weeks deciding what to do with

Depreciation Recapture on Real Estate: Why Your Tax Bill Can Be Bigger Than Expected

Real estate can be one of the most effective ways for business owners and investors to

529 vs. Texas Tuition Promise Fund: Which College Savings Route Fits Your Family?

Two Very Different Answers to the Same Question Back-to-school season has a way of making college

Patriot Day

September 11 is a day our country will never forget. We remember the nearly 3,000 people

RSUs Vesting at AT&T, American Airlines, or Schwab? A DFW Guide to Not Overpaying Tax

A lot of people around DFW work at AT&T, American Airlines, or Charles Schwab. And many