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Evan Kirkpatrick
Jan 29, 20242 min read
Five Big-Picture Thoughts on Tax
Here are five big picture thoughts on tax, from a career tax guy. 1) Don't overthink things. It's important to distill what we are doing...
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Evan Kirkpatrick
Dec 7, 20232 min read
Baseline Year-End Tax Planning Considerations
As we get to the end of the year, I want to pass on a few thoughts that are broadly applicable for end-of-year tax planning. 1)...
69 views0 comments
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Evan Kirkpatrick
Dec 16, 20212 min read
Year End Tax Planning in an Uncertain Time
This year, maybe more than any other in my career as a tax specialist, has been overwhelmed by uncertainty in future tax law. There have...
41 views0 comments
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Evan Kirkpatrick
Nov 18, 20211 min read
Brief Update: Tax Law Changes
We know a number of you are waiting with much anticipation - both good and bad - to know how tax law changes will impact you for both...
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Evan Kirkpatrick
Aug 17, 20212 min read
Business Owners, What You Actually Want Isn't Financial
People don't have financial goals. This statement is, on the surface, completely insane. Of course people have financial goals. They want...
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Evan Kirkpatrick
Aug 11, 20212 min read
The Starting Point for Tax Mitigation
There are plenty of vague stories out there about how to save money on taxes. For the normal working person - even someone with a very...
77 views0 comments
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Evan Kirkpatrick
Jul 6, 20212 min read
Wait! Before You Take Advantage of the Real Estate Market...
The real estate market in Central Texas is currently, to be frank, insane. This presents an enormous opportunity for existing homeowners...
83 views0 comments
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Evan Kirkpatrick
Mar 18, 20211 min read
Changes to Tax Deadline
The IRS announced March 17 that the nationwide 1040 deadline will be pushed back from April 15 to sometime in May - most likely May 17....
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Evan Kirkpatrick
Feb 25, 20211 min read
Winter Storm Tax Deadline Changes
This week, the IRS extended the spring filing deadlines for tax returns for all Texas taxpayers. Any return or payment due between...
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Evan Kirkpatrick
Feb 7, 20211 min read
The Super Bowl and Your Taxes
What does the Super Bowl mean for your taxes? It's simple - it means it's time to get moving. You're going to start getting documents in...
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Evan Kirkpatrick
Jan 25, 20211 min read
Deciding Between Selling in 2021 or 2022?
If you are a higher net worth taxpayer and you’re looking at doing something financially big like selling a business here in the next...
31 views0 comments
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Evan Kirkpatrick
Jan 22, 20211 min read
Tax Outlook for 2021 & Beyond
With the political changeover, the biggest question we have been hearing is, what do you expect to happen, especially tax wise? People...
52 views0 comments
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Evan Kirkpatrick
Jan 19, 20212 min read
Plan to Monitor
Business clients, as we take off running for 2021, we want to set you on the right path to grow your business. My key advice for you is...
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Evan Kirkpatrick
Dec 28, 20201 min read
...And Go!
So it happened after all - Trump signed the bill as is! You can refer back to our comments last week about the updates to the Paycheck...
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Evan Kirkpatrick
Dec 23, 20201 min read
Hang On...
Yesterday we reported that the new COVID relief package passed and would likely turn into law. In an unexpected move, the President is...
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Evan Kirkpatrick
Dec 22, 20201 min read
Good COVID Relief News for Businesses
The new COVID relief package passed last night and will likely turn into law today. Highlights for businesses regarding existing Paycheck...
18 views0 comments
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Evan Kirkpatrick
Dec 10, 20202 min read
A Special Benefit for 2020
A quick note on a specific opportunity for 2020: Usually, you can only take a deduction for charitable contributions if you itemize your...
38 views0 comments
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Evan Kirkpatrick
Dec 2, 20201 min read
One Size Does Not Fit All
Is there a “one size fits all” approach to tax planning? No, what works for you and your life may not be the same set of solutions that...
33 views0 comments
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Evan Kirkpatrick
Nov 24, 20202 min read
Business Assets: To Buy or Not to Buy in 2020?
One of the best money-saving tax provisions under current law is 100% bonus depreciation on newly acquired assets for businesses. There's...
27 views0 comments
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Evan Kirkpatrick
Nov 16, 20201 min read
Political Change and Taxes - Now What?
Tax planning during a political change in Washington is always interesting. Up until Election Day, we were expecting to see a unified...
20 views0 comments
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