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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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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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Upcoming Event: Business Transitioning – Wresting a Deal to Close
Please Email: Amanda at aheflin@selmanmunson.com 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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Planning for Incapacity
On Friday, April 13th, 2018 for “Financial Planning Friday” on the STA Money Hour (950AM KPRC Radio), We had attorney Molly Dear Abshire, a partner at Wright Abshire, Attorneys in Houston, on live to discuss “Elder Law and Medicaid Planning”.  As Baby Boomers and their parents continue to become an important aging demographic, taking care […]
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Required Minimum Distributions
If you turned age 70 ½ last year, you must take your First Required Minimum Distribution (RMD) by April 1st of this year to avoid a 50% IRS Penalty.  RMD’s are the Government’s way of saying “you kept our money long enough, it’s our money and we want it NOW!” To avoid these penalties and […]
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Roth IRA Conversions – New Tax Smart Strategies for 2018
Most people know that we started 2018 with a brand-new tax law (the Tax Cuts and Jobs Act or “TCJA”).  Some of the highlights of the TCJA can be found in this linked summary.  In addition 2018 is also the 20th Anniversary of the Roth IRA! In STA Wealth Management’s Retirement Survival Guide, I discuss […]
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Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018
Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018 By Scott A. Bishop, CPA/PFS, CFP® Most people know that 2018 starts a year with a brand new tax law (some of the highlights can be found in this linked summary).  However FEW know that it is the 20th anniversary of the […]
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New Year’s Resolutions – Get Your Finances in Order.
  Many of you made new year’s resolutions to eat healthier, lose weight and be better to your family.  For those of you reading this newsletter, I bet you at least thought about making some Financial “New Year’s Resolutions”.  Your friends at STA Wealth want to help you reach your financial resolutions and goals.  I […]
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Tax Cuts and Jobs Act
  Tax Cuts and Jobs Act The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president’s signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018. Many individual tax provisions sunset and […]
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STA Wealth Management – Leaving Your Legacy:  Business Succession Planning
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 that their financial plan incorporates their ultimate Business Succession Plan and/or Exit Strategy.  For many business owners, their business is one of their largest assets.  […]
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Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800  

Sugar Land Office

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

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.