Famous People Who Failed to Plan Properly
It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You might think that those who [...]
Nine Things a Business Owner Should Know After Tax Reform
As a business owner, you should be aware of some recent federal tax legislation changes. Many of the changes can affect the bottom line for the business as well as you [...]
Tax Scams to Watch Out For
While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant so [...]
2019 Key Retirement and Tax Numbers
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the [...]
D Magazine’s 2018 Best Financial Planners & Top Wealth Managers
We are honored to have been named in D Magazine's 2018 list of "Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team be selected [...]