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Tax Planning

Tax Planning Posts

Tax advisor working with client on charitable giving and tax advantages for high net worth clients at Evans Sternau CPA.

Charitable Giving and Tax Advantages for High Net Worth Clients

April 11, 2024

Elevate your philanthropy and financial strategy with our guide on charitable giving and tax advantages for high net worth clients. Discover strategic approaches, tax-efficient vehicles,

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Visual representation of a person and CPA discussing a revocable trust for asset control, privacy, and simplified estate administration.

Tax Structures for High Net Worth Families

January 11, 2024

Financial success with insights on tax structures for high net worth families. Tailored strategies for optimizing your family’s tax landscape.

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Section 1202 Qualified Small Business Stock benefits navigated with Evans Sternau CPA

How Section 1202 Qualified Small Business Stock Can Benefit Taxpayers Selling Stock in a Corporation (“QSBS”)

November 10, 2023

Discover how taxpayers can slash capital gains taxes when selling stock in a corporation by leveraging Code Sec. 1202.

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Navigating partnership losses in excess of basis with the help of Evans Sternau CPA.

Navigating Partnership Losses in Excess of Basis: Understanding the Rules

September 21, 2023

There are complex rules to be aware of regarding partnership losses in excess of basis. Evans Sternau CPA shares insightful information on how to navigate

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Evans sternau cpa shares understanding passive activity loss limitation rules beyond real estate

Understanding Passive Activity Loss Limitation Rules: Beyond Real Estate

September 5, 2023

Evans Sternau CPA offers insight to understanding passive activity loss limitation rules, and how to navigate the complexities it involves.

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tax planning

Tax Planning: 6 Benefits for Your Business

August 31, 2023

Explore 6 key benefits of strategic tax planning—from reducing liabilities to driving sustainable growth. Uncover expert tips to optimize your business structure, ensure compliance, and

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Evans Sternau CPA assists in tax efficient real estate exit strategies in Texas

Tax-Efficient Real Estate Exits: Strategies for Maximizing Returns

August 25, 2023

Evans Sternau CPA has an abundance of tax-efficient exit strategies. Here is insightful information specifically regarding real estate exit strategies, how maximize those returns, and

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Business Tax Deduction Cheat Sheet

Business Tax Deduction Cheat Sheet – The Woodlands CPA Firm

August 14, 2023

Evans Sternau CPA is a The Woodlands CPA Firm that provides tax planning services to help you navigate the complexities of operating a business.

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Navigating wealth transfer planning is complex and can be eased with the help of an experienced CPA.

Navigating Wealth Transfer Planning: Ensuring a Lasting Legacy

August 14, 2023

Wealth transfer planning is a crucial aspect of financial management that enables individuals to effectively pass on their assets and values to future generations. Whether

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Understanding the 83(b) Election with your team listening to professional CPA or tax advisor

Understanding the 83(b) Election: When Should You Make the Move?

August 4, 2023

Evans Sternau CPA shares valuable insight on the 83(b) election.

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Evans Sternau logo (in color). "Evans" is blue, "Sternau" is yellow – the name is to the left of four symbols that resemble "E" and "S".
  • About
    • About Us
    • The ESCPA Difference
    • Client Testimonials
    • Careers
      • Work With Us
      • Partnership Program
  • Locations
    • Austin
    • Houston
    • Dallas
    • The Woodlands
  • Insights
  • Business Services
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Business Services
      • 1031 Exchange
      • Cost Segregation
      • Entity Selection
      • Foreign Tax Compliance
      • Mergers & Acquisitions
      • Payroll
      • Research & Development Tax Credits
    • Accounting Services by Industry
      • Construction
      • Family Offices
      • Franchises
      • Health Care
      • Leisure & Hospitality
      • Maintenance
      • Manufacturing & Distribution
      • Oil & Gas
      • Professional Services
      • Real Estate
      • Retail
      • Technology
  • Individual Services
    • Tax Advisory and Preparation
    • Wealth Transfer Planning
    • Trust & Estate Planning
    • Wealth Management
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