Tactical Roth Conversion 2025-2028: Critical Planning Opportunity for Retirees Why this narrow window could save your family hundreds of thousands in taxes If you're sitting on a large traditional IRA and live in Texas, I want to share an opportunity with you. The years 2025 through 2028 represent a perfect storm of [...]

Section 351 Exchanges: A Tax-Smart Way to Reposition Portfolios with Big Gains Introduction For many wealthy investors, long bull markets have created a different kind of problem: portfolios with big unrealized gains. These gains look good on paper, but they can make it almost impossible to rebalance or change investment strategies without [...]

Section 351 Exchanges Made Practical For Business Owners And Investors In Austin Introduction You are about to learn how to move assets into a corporation without an immediate tax bill. This article covers the strategy known as a Section 351 exchange and shows you where it shines and where it doesn’t. I [...]

Custom Indexing for Tax-Loss Harvesting and Diversifying Concentrated Stock Positions   Let's Talk About Your Tax Bill If you're reading this, you probably know that feeling. You had a great year in the market, maybe sold some property or exercised stock options, and then March rolls around and your CPA delivers the [...]

Section 1202 QSBS Changes: Strategic Insights from High Net Worth Family Planning Introduction: Lessons from the Field When Congress first introduced Section 1202 in 1993, the intention was clear: incentivize investment in small businesses by providing meaningful tax relief. Over the years, I've watched this provision evolve from a modest tax break [...]

Opportunity Zones: Your Complete Guide to Tax-Smart Investing (2025 Edition) Are You Staring Down a Massive Capital Gains Tax Bill? Here's a question I hear all the time: "I just sold my business (or stock, or rental property) for a huge profit. Is there any legal way to avoid paying Uncle Sam [...]

Section 179 Expensing and Bonus Depreciation for Aircraft: A Complete Tax Strategy Guide When it comes to aircraft ownership, understanding the tax implications can mean the difference between a six-figure deduction and a costly audit. The intersection of Section 179 expensing and bonus depreciation creates powerful opportunities for business owners, yet these [...]

How to Appeal Your Travis County Property Tax Appraisal (TCAD): What Homeowners Need to Know Introduction: Why This Guide Matters Every year in the spring, thousands of homeowners in Austin receive a Notice of Appraised Value from the Travis Central Appraisal District (TCAD). It’s a routine event, but for many property owners, [...]

Your Business Sale: Understanding Capital Gains Tax Impact As your tax advisor, I want to walk you through exactly what happens when you sell your business and how capital gains taxes will affect your final proceeds. This isn't just theory – I've guided dozens of business owners through this process, and I [...]