Business owners, attorneys, bankers, financial advisors and others frequently ask, “how do you value a business?”  The process can vary based on the type and purpose of the business valuation; however, this article will provide a general overvie...

Once your 2018 tax return has been successfully filed with the Internal Revenue Service (IRS), you may still have some questions. Here are brief answers to three questions that we’re frequently asked at this time of year. Question #1: What tax reco...

As the tax-filing deadline closes in, you may wonder: how long do I actually need to hold onto my tax documents? In general, the Internal Revenue Service (IRS) recommends that you keep tax returns and relevant documentation handy for three years, whi...

As the frequency and sophistication of cyberattacks increase by the year, a company’s best defense against this prevalent threat is teamwork. Rather than limiting security precautions to a designated team of specialized information technology (IT) ...

Created to encourage economic growth and investment in low-income communities, the Tax Cuts and Jobs Act created a new tax incentive for investors to consider –  Opportunity Zones. With several areas of Houston identified as part of this program, ...

As your business grows, you’ve likely come across frustrating limitations using QuickBooks, ranging from unreliable reporting, to time-consuming manual processes. While QuickBooks is a good entry-level accounting system for small businesses, there ...

A Small Business Administration (SBA) loan is a loan between a bank and small business owners providing a guarantee to the lenders for a portion of the money they lend to small business owners. This provides protection to the lenders by guaranteeing ...

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2018 gift tax return — or whether filing one would be beneficial even if it isn’t required...