401k vs HSA vs FSA: Which Should You Fund First?
December 9, 2025
Confused by HSA vs 401(k) vs FSA? Learn how to prioritize each account for tax savings now and flexibility later while capturing your employer match.
Wealth
Wealth Posts
When Should You Start Estate Planning? Why Before 51 Matters
August 29, 2025
Estate planning isn’t just for the wealthy or retired – start before 51 to protect your family, assets, and choices.
Estate Planning and Wealth Transfer Strategies: Key Differences
August 22, 2025
Learn how estate planning and wealth transfer work together to protect assets and prepare heirs for lasting legacies.
Tax Planning for Trusts
August 13, 2025
Discover strategies for tax-efficient trust planning, from choosing the right structure to avoiding costly mistakes, so you can protect assets, reduce taxes, and maximize benefits
Wealth Transfer Planning: All You Need To Know
August 4, 2025
Discover how to protect your wealth and family with smart transfer strategies that avoid taxes, courts, and costly mistakes
Understanding Trust Taxation: A Guide for Trustees and Beneficiaries
June 25, 2025
Trust taxation can be complex. Learn key filing rules, distribution impacts, and essential tips trustees and beneficiaries need to manage taxes wisely
Year-End Tax Planning for High Earners: Maximizing Opportunities with a CPA
June 7, 2024
As the year ends, high earners navigate unique tax planning needs. Explore crucial tips for high earners and how partnering with a reputable CPA firm,
Retirement Planning for High Net Worth Clients
May 15, 2024
Elevate your retirement planning as a high net worth individual. Discover tailored strategies, risk management techniques, and tax-efficient approaches for financial freedom. Navigate the complexities
Tax Attributes of an Intentionally Defective Grantor Trust
May 15, 2024
Unlock the secrets of tax efficiency with the Intentionally Defective Grantor Trust (IDGT).
Family Office Tax Planning
April 11, 2024
Explore the intricacies of family office tax planning and discover the pivotal role a CPA in Houston plays in navigating complex financial landscapes. From comprehensive
