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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)...
Evan Kirkpatrick
Dec 7, 20232 min read
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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...
Evan Kirkpatrick
Dec 16, 20212 min read
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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...
Evan Kirkpatrick
Nov 18, 20211 min read
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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...
Evan Kirkpatrick
Aug 11, 20212 min read
79 views
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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...
Evan Kirkpatrick
Jul 6, 20212 min read
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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....
Evan Kirkpatrick
Mar 18, 20211 min read
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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...
Evan Kirkpatrick
Feb 25, 20211 min read
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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...
Evan Kirkpatrick
Feb 7, 20211 min read
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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...
Evan Kirkpatrick
Jan 25, 20211 min read
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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...
Evan Kirkpatrick
Jan 22, 20211 min read
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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...
Evan Kirkpatrick
Jan 19, 20212 min read
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...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...
Evan Kirkpatrick
Dec 28, 20201 min read
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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...
Evan Kirkpatrick
Dec 10, 20202 min read
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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...
Evan Kirkpatrick
Dec 2, 20201 min read
33 views
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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...
Evan Kirkpatrick
Nov 24, 20202 min read
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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...
Evan Kirkpatrick
Nov 16, 20201 min read
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Saving You from the Blob
Last week we had an honest conversation in our office about the so-called tax planners who save you X amount of dollars - and how we are...
Evan Kirkpatrick
Nov 10, 20201 min read
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The Business Problems Hidden from Social Media
You can drive yourself crazy looking at the seeming success of other owners in your industry, and you can do it every single day if you...
Evan Kirkpatrick
Oct 28, 20202 min read
12 views
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Where Do I Start?
You’re a new business or you’ve decided to take the plunge. Now what? Most people say, get a lawyer and a CPA, and they’re not wrong....
Evan Kirkpatrick
Oct 2, 20201 min read
16 views
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Bad Shortcuts, Good Shortcuts
Photo credit: Joshua Ness Shortcuts don’t work out, except when they do. There are bad shortcuts and good shortcuts. The bad ones to take...
Evan Kirkpatrick
Sep 23, 20201 min read
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