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Maximizing Opportunities in Today’s Trade Market
Maximizing Opportunities in Today’s Trade Market Date:  February 26, 2019 To attend, click link to Register Now If you are a business owner or executive that is looking to learn how to maximize import/export trade in today’s global markets, this event is for you.  STA is proud to co-sponsor this event and breakfast discussion where […]
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Key Financial and Tax Planning Numbers
We have updated our popular Key Numbers for 2018-2019 piece. This information can be used to get a head start on reviewing your planning for the new year, or as a good reminder to contact your tax and financial planning team. The attached summary lists planning numbers in the areas of: Income Tax Planning (Rates, Deductions, […]
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Are You Riding the Stock Market “Roller Coaster”?
Are You Riding the Stock Market “Roller Coaster”?Written By: Scott Bishop, MBA, CPA/PFS, CFP® Over the past few years, I have been writing articles on coordinating your investment discipline with your overall Financial Plan.  Some of my recent articles talk about “Stress Testing” your portfolio and better aligning your overall portfolio allocation with your Financial Plan. Over the […]
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Year-end Tax and Financial Planning Ideas
The end of the year presents a unique opportunity to look at your overall personal financial planning situation.   With factors like the 2018 tax law changes, life changes or just working towards your goals, now is an especially important time to review things.  It is always a good time to see if you are  on-track […]
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November is National Family Caregivers Month
November is National Family Caregivers Month By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or disability. Caregiving can exact an emotional, physical, and financial toll. It is important for caregivers to know […]
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Checklist for 2018 Year-End Tax Planning
(Updated for the Tax Cut and Jobs Act of 2017) What are appropriate checklists for year-end tax planning? In our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax related articles (summarized here).  Now that everyone has filed, we […]
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Changes in Tax Rules for Partnerships and some LLCs
The final regulations were recently published by the Internal Revenue Service that effects businesses taxed as partnerships with less than 100 partners.  The classification of partnerships would include General Partnerships, Limited Partnerships, Family Partnerships, and Limited Liability Companies (LLCs) (taxed as a partnership).  After talking to several of our legal and tax experts, such as […]
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Using Options in Your Financial and Investment Plans
Introduction The trading and tax rules for options are complicated, to say the least. The knowledge needed to truly understand options before starting to trade them or use them as a planning tool are also complicated.  In terms of tax ramifications, the tax consequences of an options transaction depends on many factors, including the investor’s […]
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The “Keys” to Using Safe Deposit Boxes
Have you ever watched bank robbery movies, or better yet, spy movies where secret keys lead to random safe deposit boxes full of cash, bags of coins, precious gems, weapons, damaging pictures, evidence and clues?  You may find yourself asking, “Is this what Safe Deposit Boxes are used for?” Safe deposit boxes at banks have […]
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Upcoming Event: Business Transitioning – Wresting a Deal to Close
Please Email: Amanda at to register for the above event, prior to September 6th or call 713-400-1562 Download a copy of the invitation here Leaving Your Legacy:  Business Succession Planning At STA Wealth, many of our clients are owners of small and closely held businesses.  For those clients, we believe it is very important […]
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