713-552-1333 Houston, TX
No one likes to contemplate his or her own mortality, but ignoring the need for an estate plan or procrastinating in the creation of one is asking for trouble. If you haven’t started the process, don’t delay any longer. However, for your...
The discount for lack of marketability is an often-contested valuation adjustment that requires a particularly detailed process. When calculating any valuation adjustment, an appraiser obviously can’t just pick a number out of a hat. He or she...
In today’s environment, it’s important for business owners to focus on the value of their company and what drives it. For asset-based businesses, such as real estate or securities holding companies, value drivers are fairly...
Before the One Big Beautiful Bill Act (OBBBA) became law in 2025, overtime income was fully taxable for federal income tax purposes. However, the OBBBA established a new deduction that can offset up to $12,500 of qualified overtime income annually...
Summer is often a good time to revisit your estate plan, especially if you’re getting together with loved ones for vacations or family gatherings. Of course, if you own a closely held business, it should be a critical part of your plan....
Thanks to today’s favorable federal gift and estate tax rules, most people haven’t amassed enough wealth to worry about federal estate taxes. However, even if you haven’t had the good fortune to win the lotto or inherit millions...
When business valuation professionals select from the menu of appraisal techniques, the income approach is a popular choice. This technique derives value by converting anticipated economic benefits into their net present value. Long-term...
Let’s say divorcing spouses own part of the stock in a closely held corporation. This may be one of their biggest marital assets, and often one spouse decides to buy out the other party’s shares by transferring some assets in exchange...
Longer days and warmer weather often inspire people to get out, travel, tackle projects and make the most of the season. As you enjoy summer, consider briefly taking off your sunglasses to get a closer look at how some seasonal activities could help...
Estate planning can be complicated enough when you don’t have a spouse. But things can get even trickier for married couples. Although you and your spouse may have agreed on most major issues in the past — such as child rearing, where to...
5701 Woodway Dr.
Suite 200
Houston, TX 77057