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Tactical Giving: Charitable Contributions and Tax Savings Strategies

If done correctly, the donations you make to charities or non-profits can save you a significant amount in taxes each year. We’ve developed a list of some strategies to leverage your charitable contributions – these are all great strategies to consider and discuss with your Austin Asset advisor: Donate appreciated securities If you donate a […]

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Why You Should Consider Freezing Your Credit

One approach to preventing identity theft is to freeze your credit, the strongest defense against fraud—and under new federal law, you can do it free of charge. We get into the details on how doing so may be the best choice for you.

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A Note to Our Clients Regarding COVID-19

Since the onset of this pandemic, we have strived to be good community stewards and as such find ourselves at another inflection point as a business. The Austin metropolitan area continues to see large increases in hospitalizations due to COVID-19 and decreasing capacity for future patients. Earlier today, Austin Public Health announced a move to […]

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How Wealth Management Can Adapt to Changing Needs of Market, Talent Pipeline

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Coronavirus Affects Federal, State, and Local Deadlines

Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic.  Here are just a few of the deadlines that have been affected. Federal and state income taxes The IRS has postponed the due date for filing federal income tax returns and making tax payments from April 15, 2020, to July […]

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CARES Act 2020: What This Means for You – Newsletter

The new Coronavirus Aid, Relief and Economic Security (CARES) Act provides relief for American individuals and businesses while impacting taxes, loans, and health insurance.  Take a look at our recent newsletter to see how our team breaks down what you need to know about the CARES Act.

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Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis, Not just PPP and EIDL

Throughout March 2020, as it became increasingly evident that the economic impact from the COVID-19 pandemic would be both profound and prolonged, Congress passed several pieces of legislation with provisions to help small business owners shore up their business’s coffers and keep employees on the payroll. Within a few weeks, initial funding for the two […]

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If I leave my company, can I take my life insurance policy with me?

If you leave your company, you can often continue your life insurance coverage with the same insurance company. The group life insurance contract under which you are insured may have a conversion privilege available to all employees who are insured under the employer’s group plan. A conversion privilege will be subject to certain conditions described […]

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Health Insurance Made Simple

Let’s face it–in today’s world, health insurance is a necessity. In fact,  most U.S. citizens and legal residents must have qualifying health insurance or face a penalty tax. Yet the cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of […]

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Receiving Unemployment Benefits

We are faced with an unprecedented time in our history.  COVID-19 has impacted us in ways unforeseen.  And for many, this is the first time they have found themselves without employment.  Below are answers to some common questions regarding unemployment benefits. Am I eligible? Although specific eligibility requirements vary from state to state, most states […]

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