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Building your business can be one of the most rewarding and stressful experiences of your life. We help business owners of Dallas at all points in the business life cycle, from start-up to sale, with our advisory and compliance services.
Services: CFO Services, Tax Planning and Compliance, Retirement Planning, Estate Planning, Financial Systems Assessment.
Holding a leadership role in your company comes with great responsibility and complexity. You need a trusted advisor who can help you save more of what you make for your family and your future. We help corporate execs dealing with taxes related to executive compensation, stock incentives, deferred compensation and equity buyouts.
Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.
You have a nest egg to grow and protect. You need someone in your corner to ensure you are paying only your fair share of taxes and that your assets are protected for your legacy. We help wealthy individuals faced with high tax burdens, complex issues (like AMT, NIlT and QBI), the potential impact of estate taxes and the ever-evolving tax code.
Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.
The Content Vault
Powerful Ways to Slash Your Capital Gains Tax
Minimize your capital gains tax burden with smart tax strategies. Learn how to reduce liabilities and maximize after-tax investment returns.
Quarterly Estimated Taxes: Who Needs to Pay & How to Avoid Penalties
Learn who needs to pay quarterly estimated taxes, how to calculate them, and strategies to avoid penalties while staying compliant with the IRS.
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