tax planning Tag

Authored by: W. Dale Westenskow, CPA, Haynie & Company Partner Is it time for a Roth Conversion? It looks like the wealthy are on track for a tax increase under President Joe...

Authored by Haynie & Company Partner Bernard Abercrombie, CPA DO YOU NEED A TRUST? Every year we receive questions from clients about whether they should set up one or more trusts. The...

Authored by Haynie & Company Partner Bernard Abercrombie, CPA In February of this year, Texas suffered through an unprecedented winter freeze. Many suffered damage because of the freeze, all the way...