Some business owners establish a plan to sell their business as they are setting it up, while others plan to never let their business go. Regardless of what side of the spectrum you are on, it is important to know how much your company is worth at any given point in time. It is also … Read more
QUESTION: I want to keep my affairs private, but I don’t want to give up the control that happens with some trusts. How can I maintain control and privacy? ANSWER: One way is to establish a revocable living trust, a legal document that lets your beneficiaries avoid the public glare of probate. Like a will, … Read more
Elijah is an employee of a technology company and also has his own company on the side. He has contributed to a 401(k) plan for each job. Now he learned he contributed too much and could owe penalties. What should he do? First, Elijah should be congratulated for his savings discipline. The earlier you put … Read more
Many small businesses depend on access to financing in order to grow, but their financing options will vary. Heres what you need to know if youre exploring how to finance a business need. ? GETTING STARTED Before approaching any financing source, make sure you have your house in order, financially speaking. This means clearly detailing … Read more
To help ensure you use every tax deduction youre legally entitled to, it is best to work with a knowledgeable tax professional. Here are five reasons this partnership can pay off, not only with this years taxes but possibly with future tax bills as well. 1. YOURE A NEWBIE. If youre new to the work … Read more
LACKING CONFIDENCE Few employers are very confident their employees are on the way to becoming retirement-secure, according to the report, Employers: The Retirement Security Challenge, from the Transamerica Center for Retirement Studies. Only 17% of employers felt very confident, which lined up with 18% of employees who felt the same. About 23% of employers were … Read more
Business owners typically have little time for planning. However, making that time during this New Year and new decade can help most businesses become more competitive now and in the future. PLAN YOUR SUCCESSION Whether you plan to eventually sell your business to strangers or pass it down to the next generation, succession … Read more
Your business is changing, and so are your real estate needs. Maybe the office building you own is too small with the growth in employees? Or maybe you own multifamily housing units and want to change your investment strategy to commercial real estate? So how do you make these investments and keep the equity out … Read more
We are grateful for our strong partnership with the San Antonio community throughout the past 28 years. ?? We wish you, your employees, and your families, Happy Holidays and a Happy New Year!
Pictured Left to Right: Sean Emadi, Zachary Serwer, Jason Nelson, Louis Maldonado, David Doherty, Luis Rodriguez, Julia Sutton, Steven Guerra, Kathy Guerrero, Tyson Gaenzel, Nancy Meza, Dafne Ramirez, Howard Klein, Leslie Harris, Susan Valdez, Erin Bryant, CPA, Kelsie Tabbert, Angelique Davis. Each year, ADKF joins forces with the North San Antonio Chamber of Commerce, to … Read more