Multifamily real estate syndication is quickly becoming a favorite strategy among investors who want to grow wealth without the demands of hands-on property management. By pooling funds with others, investors gain access to large-scale real estate opportunities, opening the door…

When people talk about estate planning, the focus is usually on how to leave assets. Rarely do we talk about the other side of the table—the recipient’s. Yet for heirs, especially those in high-net-worth families, an inheritance isn’t always simple—it…

Periods of market volatility can feel unsettling, especially for those nearing or entering retirement. When account balances swing sharply in a short time, it’s natural to worry about the security of your long-term financial plans. For most investors, temporary market…

Every year, many people are caught off guard at tax time. Either they owe more than expected, or they’re getting a big refund and realizing, too late, that they gave the government an interest-free loan all year. Most of the…

Following recent announcements of broad new tariffs on imports—including universal tariffs and higher reciprocal tariffs for certain nations—businesses are facing an urgent question: how to adapt strategically amid uncertainty. While headlines often focus on the political dimensions of trade policy,…

We’re incredibly proud to share that Dave Peterson, a longtime leader at Haynie, has been named to Forbes’ inaugural list of America’s Best-In-State CPAs. This recognition is a testament to Dave’s forward-thinking leadership, deep expertise, and unwavering commitment to excellence…

For many entrepreneurs, an SBA loan is the gateway to launching or acquiring a business—but it’s not as simple as filling out an application. From choosing the right loan type to preparing a lender-ready financial package, success hinges on preparation…

Authored by RSM US LLP, April 02, 2025 An Irrevocable Life Insurance Trust (“ILIT”) can be a valuable estate planning tool. By removing life insurance proceeds from your taxable estate and providing liquidity to your loved ones after your death,…

It has come to our attention that criminals are impersonating officials from the Texas Comptroller of Public Accounts or its employees. They are sending fraudulent emails to individuals and businesses, urging them to download files via Transfer XL. The hyperlinks…

Authored by RSM US LLP, March 31, 2025 Preparing a technology company for an initial public offering involves navigating a complex mix of financial, regulatory and operational challenges. This doesn’t just mean meeting financial targets; it requires readiness across all…