The office is located on the east side of Southlake Town Square, on the corner of Summit Avenue and Southlake Blvd.
1560 East Southlake Blvd
Suite 235
Southlake, Texas 76092
Latest Blog
For families focused on long-term wealth preservation, dynasty trusts can be a powerful planning tool. When properly structured, ...
Tax-efficient wealth transfer using FLPs A family limited partnership (FLP) can be an effective estate and income tax-planning ...
Becoming a new parent is life-changing in many ways, and your tax situation is no exception. While sleepless ...
Latest News
On June 9, the IRS released Announcement 2022-13, which modifies Notice 2022-3, by revising the optional standard mileage ...
At the tail end of 2021, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3 effective ...
This information is current as of Sunday, November 21, 2021. On Friday, November 19, 2021, after the Congressional ...