How to Build a Family Office After a Business Sale
Do I need a family office? The answer depends on your financial situation, the complexity of your assets, and the amount of coordination required to manage your family's financial life.
The Mercer Street blog
Insights
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
What Happens to Deferred Compensation at Retirement?
If you've accumulated deferred compensation during your career, retirement is the point where years of planning become reality—or where costly mistakes can occur.
Texas Residency Planning for High-Net-Worth Families: What You Need to Know Before Making the Move
Moving to Texas with substantial wealth, multiple homes, or business interests? Why residency planning should start long before you relocate, from a Houston CPA and CFP®.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
How Can I Reduce Capital Gains Taxes When Selling My Business in Texas?
Learn proven strategies Texas business owners use to reduce capital gains taxes when selling a business.
Private Equity Rollups in Houston: What Business Owners Need to Know
Houston business owners: Learn everything you need to know about private equity rollups, from how this acquisition strategy works to the critical tax planning and financial planning steps you must take before selling your business to maximize your wealth and secure your retirement.
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