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Wednesday, May 6, 2026

Graduation season marks a meaningful transition—one defined by new opportunities, increased earning potential, and important financial decisions.

Friday, April 3, 2026

Real estate has long been considered a powerful way to build wealth. Investors often focus on rental income, property appreciation, and leverage—but one of the most valuable benefits of owning investment property may be depreciation.

Tuesday, March 10, 2026

The Lunar New Year began on February 17, 2026, marking the arrival of the Year of the Fire Horse. This rare combination occurs only once every 60 years, with the last one taking place in 1966.

Friday, February 6, 2026

Leaving a job often comes with a long to-do list. New schedules, new benefits, and sometimes a new sense of direction. One thing that is easy to overlook in the middle of all that change is your old 401(k).

Monday, January 5, 2026

As we step into a new year, it’s the perfect time to reflect on the past 12 months and set a course for the year ahead.

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Friday, December 5, 2025

The holiday season is here, and it’s easy to get caught up in celebrations, travel plans, and year-end to-do lists. But before you close the books on another year, taking a few intentional steps now can make a world of difference.

Wednesday, November 5, 2025

What are the themes that charity scammers exploit? As you might imagine, it’s the things that tug at our heartstrings and solicit our compassion: animal welfare, international aid, disaster relief efforts, and hunger.

Monday, November 3, 2025

What’s the link between gratitude and financial wellbeing? Gratitude invites us to pause and appreciate what we already have, rather than focusing on what we lack.

Thursday, October 2, 2025

 Certificates of Deposit (CDs) are often seen as a safe and steady investment choice. They provide guaranteed returns, which can be appealing for investors looking for stability. But here’s the catch: the way CDs are taxed...

Monday, August 11, 2025

Year-end is a critical time for retirees who are subject to required minimum distributions (RMDs) from their qualified retirement accounts. Missing this step can be costly.

Monday, June 2, 2025

One of the most significant financial risks in retirement isn’t market volatility or inflation—it’s the potential cost of long-term care.

Monday, May 5, 2025

Whether you’re considering passing the business to your children, selling to a trusted partner, or preparing for an eventual exit, one thing remains constant: your role in shaping what comes next.

Thursday, April 3, 2025

Imagine this: You're not there. Will your family be able to stay in their home? Will your children be able to pursue their dreams? Can your spouse navigate life's financial challenges? That's where life insurance can help.

Tuesday, March 18, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell.

Monday, January 13, 2025

What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together...

Monday, December 2, 2024

With affordable housing in high demand, manufactured housing communities (MHCs) have emerged as a promising investment opportunity.

Tuesday, November 12, 2024

The end of the year is often a great time to finalize investment plans. For those interested in diversifying their wealth, alternative investments—especially property—offer valuable advantages. Many investors are looking to these...

Friday, September 13, 2024

Self-charged interest occurs when you, as an investor, lend money to a business entity in which you hold an interest, or vice versa.

Friday, September 6, 2024

A bear market, characterized by a prolonged decline in stock prices, can be intimidating to investors. These downturns often trigger fear, uncertainty, and doubt, leading many to make impulsive decisions that negatively impact their wealth.

Friday, August 9, 2024

Cost segregation is a strategic tax planning tool that can help real estate investors save money on taxes and improve their cash flow. By allowing faster depreciation of certain assets, this can lead to significant tax savings. Here's an ea

Wednesday, July 24, 2024

In modern corporate management, the accounting department plays a vital role, being responsible not only for daily financial reporting and budget analysis but also serving as a bridge in strategic planning and decision-making. Below are the

Thursday, July 18, 2024

If you are a nonresident not a citizen of the United States who made a gift subject to U.S. gift tax, you must file a gift tax return (Form 709 United States Gift (and Generation-Skipping Transfer) Tax Return) when any of the following appl

Wednesday, July 10, 2024

Every step towards clean energy and eco-friendly transportation counts, and we’re here to support you along the way. Explore how you can benefit from these incentives and contribute to a cleaner, more sustainable future for yourself and you

Tuesday, July 2, 2024

Are you planning to sell your home but are confused by the tax compliance issues involved? Do you have a unique tax scenario that generic online articles haven't addressed? If you answered "yes" to these questions, you’re in the right place

Friday, June 14, 2024

The Qualified Opportunity Zone Program (QOZ Program) stands out as an intriguing option for deferring taxes on current gains. It also offers the potential to reinvest those funds in a way that could lead to growth without the burden of taxe

Thursday, June 6, 2024

The Texas franchise tax, also known as the margin tax, is a privilege tax imposed on businesses operating in the Lone Star State. In this article, we will explore the intricacies of the Texas franchise tax, including subjections, exemptions

Friday, May 31, 2024

Required minimum distributions (RMDs) are the minimum amounts you must withdraw from certain retirement accounts each year, typically around age 72. However, the Secure Act 2.0 has caused a shift in the age requirements. Read more about....

Tuesday, May 21, 2024

For self-employed individuals, selecting the right retirement plan is crucial, as it not only helps to minimize taxable income but also enhances retirement savings. This article provides an in-depth comparison of both plans.

Wednesday, May 15, 2024

Section 529 college savings plans offer families a strategic vehicle to save for their children ‘s higher education expenses. Aimed to ease the financial burden of education, these plans provide opportunities for fund growth, flexibility...

Thursday, May 9, 2024

Effective for 2023, SECURE 2.0 Act was implemented and created substantial changes to retirement plan tax credits for small employers. Certain key provisions expanded available tax credits and may provide significant tax benefits for small

Thursday, May 2, 2024

Because of its tax-deferred feature, a 401(k) can be a great tool to help fund an employee’s retirement. It allows your investment to grow faster as the entire balance (including what would have been taxed) continues to compound.

Thursday, April 18, 2024

In today’s competitive job market, offering an attractive retirement saving plan is a strategic method for businesses to attract and retain talents. Today, we will delve into a retirement saving plan particularly favored by small businesses

Monday, April 15, 2024

As inflation rates persist at elevated levels, an increasing number of people turn to real estate investment and utilize it as a safeguard against inflation.

Wednesday, April 3, 2024

Estate planning is a crucial step for securing your financial legacy, regardless of the size of your estate. Here's a guide on estate planning for those with a net worth under the federal exemption limit.

Monday, March 25, 2024

To enhance transparency and combat financial crimes, starting from January 1, 2024, companies in the United States must report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN), a U.S....

Friday, March 15, 2024

This blog delves into several essential strategies, aimed at safeguarding your wealth and facilitating its transfer to your heirs with reduced tax implications.

Thursday, March 7, 2024

A Qualified Opportunity Zone (“QOZ”) is a designated area, often identified as economically distressed, in which certain investments may provide favorable tax treatment such as tax deferral and capital gains elimination.

Tuesday, February 27, 2024

You should know about the 1031 tax-deferred exchange, which allows investors to sell investment property and buy like-kind property while deferring capital gains tax. In this blog, we will explain the key points and benefits you should know

Wednesday, January 31, 2024

On January 20, 2024, the US-China Chamber of Commerce - Dallas (USCCC) hosted its Annual Gala, celebrating the Lunar New Year and the 30th anniversary of USCCC under the theme "Advancing AAPI in the Business Community."

Wednesday, December 13, 2023

As we approach the festive season, it's a valuable time for families to consider the critical aspect of securing their family's financial future. Amidst the celebrations, life insurance emerges as a crucial tool.

Monday, November 6, 2023

Trusts are often viewed as complex financial tools; they can play a pivotal role in international wealth management for high-net-worth individuals. Dive into the world of trusts with us.

Tuesday, October 10, 2023

Are you part of a cross-border family, where loved ones reside in different countries, or perhaps you're an expat navigating life abroad? Ensuring the seamless transfer of your wealth and assets across international borders is a...

Friday, September 8, 2023

Explore savvy tax strategies like diversification, Roth conversions, and innovative Roth funding. Learn how to maximize deductions while fortifying your financial future. Dive deeper with Paxel Financial Consulting today!

Monday, August 14, 2023

Dive into how implementing a long-term investment strategy offers not only steady progress, risk mitigation and reduced transaction costs but also the invaluable asset of time—allowing your investments to weather market storms and rebound.

Thursday, July 6, 2023

What does retirement mean to you? There are endless options, but regardless of how you spend it, retirement id a time when individuals, after many years of hard work, have the opportunity to redefine themselves and their priorities.

Monday, June 12, 2023

Education is important. It opens doors to new opportunities, helps you grow, and makes you more marketable. If you're a parent, you want to give your child the best possible chance at a successful future, and that means investing in...

Thursday, May 11, 2023

Wondering how you can save for your child's college education? This blog can help you get started—from tax-advantaged savings plans to employer-sponsored college savings plans to scholarships and grants, and more.

Tuesday, April 11, 2023

If you're doing business internationally, you need to make sure you're in compliance with all the relevant tax laws. This can be a complex and time-consuming process, which is why it's important to work with a tax professional who is...

Friday, March 10, 2023

Owning a restaurant is hard, you are all things at all times. On some days you are wearing your human resources hat, and on others, you manage inventory or are filling in when short-staffed. Restaurant owners face many challenges...

Tuesday, February 14, 2023

Valentine’s Day by the numbers:Are you ready for Valentine’s Day? It seems that this day has become a cultural expectation, with stores filled with cards and chocolate. But, what kind of investment are we making when it...

Wednesday, January 18, 2023

After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and your plan of action. The start of a year is the right time to work on a dream or two. It is also an excellent time to...

Thursday, December 15, 2022

It's time to start planning for the upcoming tax season. This is an ideal time to incorporate tax planning strategies to help you keep more of what you earn. Here are six ways to maximize your tax refund for 2023.

Wednesday, November 9, 2022

There are tax-smart strategies you can use to increase your giving power. These giving vehicles can maximize both the gift and the potential tax benefit.

Wednesday, October 12, 2022

Leaving an inheritance for surviving loved ones is important. But, to avoid costly mistakes, managing your legacy requires detailed planning from our team of financial professionals.

Friday, October 7, 2022

We’re just weeks away from midterm elections in the United States. Many people fear that volatility is influenced by which political party is in (or comes into) power, and that’s not the case. 

Tuesday, September 13, 2022

I know it is only September, but the holiday shopping season starts earlier and earlier every year. And with problems plaguing the retail sector right now, including labor shortages, lack of inventory, and eager consumers ready to...

Wednesday, August 10, 2022

Remember when a college education was moderately priced? In the past 20 years, the cost of college tuition for public universities has risen astronomically. College students and their families have been taking on increased debt,...

Monday, July 11, 2022

Perhaps you’ve heard the saying, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation itself. This calculator is one easy tool...

Monday, June 6, 2022

Real estate investing can help build wealth over time, and strategies such as 1031 exchanges push tax liabilities down the road so your property investments can continue to adapt and grow for the long haul.

Wednesday, May 4, 2022

Wealth management without tax planning can produce unwanted surprises. One of the ways we help clients avoid those surprises and accrue more assets over the long-term is by applying tax-smart strategies to help you keep more of what...

Wednesday, April 6, 2022

Warm weather is a great motivator to tackle long-overdue projects. As we move into spring, there is one thing that requires annual cleaning: your finances. Financial planning is not a one-and-done task because life is constantly...

Wednesday, March 23, 2022

Interest rates, trade talks, inflation fears, political events, and international developments all can influence stock prices. Market volatility is inevitable. How you react to the changing markets could affect your portfolio. Market...

Wednesday, March 2, 2022

There is plenty to worry about these days. Top of mind is the conflict between Russia and Ukraine, and the energy and economic disruptions likely to follow. Closer to home, high inflation persists, and the Fed is preparing to tighten...

Monday, February 21, 2022

We have been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to attend the Avantax...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...