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Articles

Year-End Tax Planning Checklist – 2019
What are the appropriate checklists for year-end tax planning? From 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). In August this year, we also published our Top 10 Tax Planning Ideas for 2019. The […]
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1031 Exchanges
1031 Exchanges What real estate investors should know before deciding to sell their real property This article will focus on the typical 1031 exchanges for most real estate exchange transactions when sellers wish to sell their business or investment property and reinvest their proceeds into another property.  Keep in mind there are other types of […]
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Recession Survival Guide
Over the years, I have written many articles on financial planning. Several of those have been “guides” to help readers through different stages of their life or lifecycle events. Two of those were the Retirement Survival Guide and Layoff Survival Guide. Over the last year or two, I have had many friends and clients ask about the pending […]
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Medicare Open Enrollment Period Begins October 15th
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. […]
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Most Business Owners Have No Succession Plan or Exit Strategy
Are you a business owner without a complete and coordinated Succession Plan?  If so, please attend our workshop on September 26, 2019 (invitation via the link or below): Invitation:  Succession Planning and Life After The Sale For decades, vast wealth has been created for millions of Americans through growing private businesses. However as business owners, […]
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Using Options to Hedge or Enhance Your Stock Portfolio
Many of us have individual stocks in our portfolios.  If you are true to yourself, you have a lot of biases such as familiarity bias (I like the company/products),  loss aversion, confirmation bias (inaccurate validation of our ideas), or recency bias (waiting to sell a stock currently at a loss until it gets back to […]
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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.