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Articles

Employee Stock Ownership Plan (ESOP)
Written By: Scott A. Bishop, MBA, CPA/PFS, CFP® What is an ESOP? An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees’ retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. […]
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An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy
Written by: Scott A. Bishop, MBA, CPA/PFS, CFP® As the baby boom generation of business owners approaches retirement, more and more are interested in selling or otherwise cashing out of their businesses. In the 1990s this could have been accomplished through roll-ups, initial public offerings or sales to industry consolidators. However, in the post-9/11, post […]
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1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation
Authored By:  Scott Bishop, CPA/PFS, CFP® and Michael Churchill, MSPA, CPA Understanding the tax benefits of using Code Section 1033 of the Internal Revenue Code can help a taxpayer to defer what otherwise would have been a recognized gain due to an involuntary conversion of their property.  A commonly used “cousin” to the 1033 exchange […]
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Five Pointers to Consider when Filing for Social Security Benefits
Five Pointers to Consider when Filing for Social Security Benefits I just participated in a recent webinar presented by Laurence Kotlikoff, an economics profession at Boston University, in which he offered several pointers to the audience on Tips to consider when filing for Social Security. At STA Wealth, we have been talking for years about […]
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IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams.  The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season.  Here are some of the scams that are highlighted on the list. At STA Wealth, we want to help you avoid being a victim of these scams! Phishing […]
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How to Choose Your Best Pension Annuity Option
Executive Summary In 2017, we wrote an article for STA clients titled, “How Do You Maximize Your Pension Plan.” In that article we shared an in-depth white paper on many things to consider when optimizing your pension plan in coordination with your financial plan. Please refer to the article for a full discussion regarding: Choosing […]
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How Can You Maximize Your Pension Plan?
Executive Summary While the use of pensions as an employee benefit is on the decline, many of today’s workers nearing retirement have participated in a pension plan for the past several decades and have already accumulated a significant pension benefit. As those individuals begin to retire, they are faced with the classic decision of whether […]
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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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Houston, TX 77024

Phone:

281.822.8800  

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Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

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For directions to our Houston office, click here.