Tax insights & resources
Practical tax strategy articles for Houston entrepreneurs, investors, and families. Written by our team — no jargon, no fluff.
The state and local tax cap quadrupled — then added a phase-down that erases it above roughly $606,000 of income. For Texas owners earning in SALT states, the pass-through entity election is still the answer, and it still has to be elected in advance.
For two years the planning conversation was driven by a sunset that would have halved the exemption. That sunset is gone. The urgency has changed, but the planning has not disappeared — it has moved to basis, control, and state exposure.
Three changes land at once for payments made in 2026 and filed in early 2027. One of them has a hard December 31 deadline that has nothing to do with filing a return.
Contributions opened July 4, 2026, the Treasury is seeding $1,000 for eligible children, and employers can contribute up to $2,500 a year. The IRS issued proposed regulations in August — which means the rules are usable but not yet final.
The deductions are real, but the names are misleading. Nothing is exempt from payroll tax, nothing is exempt from withholding, and the burden of tracking the qualifying amounts falls on the employer.
Domestic research costs are immediately deductible again for tax years beginning after 2024. The retroactive small-business election had a July 6, 2026 deadline that has now passed — but the catch-up options for previously capitalized costs have not.
Many Houston business owners default to an LLC without realizing that an S-Corp election could save them $10,000–$40,000 per year in self-employment taxes. Here is how to decide.
The moment you sign founder stock paperwork, a 30-day clock starts. Filing — or missing — an 83(b) election can mean the difference between capital gains and ordinary income on your entire exit.
High-income W-2 earners building wealth through equity compensation run into the same problems: under-withholding at vest, AMT surprises, and concentration risk. Here is the playbook.
Starting in 2026, you can deduct up to $1,000 ($2,000 married filing jointly) in cash gifts without itemizing. But itemizers face new floors and caps. Here is how to give tax-efficiently under the new rules.
Texas has no personal income tax, but the franchise tax catches many business owners off guard. We break down the margin tax, common deductions, and how to plan around it.
Waiting until April to think about taxes is like managing your portfolio once a year. Proactive quarterly planning consistently outperforms reactive filing — here is the playbook.
Accelerated depreciation through cost segregation studies can generate six-figure deductions in the first year of ownership. We explain who qualifies and how it works.
If you have foreign financial accounts, you likely have reporting obligations most people do not know about. Missing them can mean steep penalties — here is what you need to know.
Choosing the right retirement vehicle can shave tens of thousands off your tax bill while building long-term wealth. We compare the two most powerful options for business owners.
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