Tax Planning and Structure
2018 Tax Rate Received a Haircut, if You Have Proper Planning and Structure ?The maximum individual tax rate in 2017 was 39.6%, and the rate for 2018 is now 37%. However, depending on your sources of income, your maximum rate could be 29.6%. One goal of the Tax Cuts and Jobs Act (TCJA), passed into […]
Personality Tests in the Workplace
Im Helpful- What are you? Recently, after watching this topic swirl around social media, I asked myself What are these personality tests that everyone is raving about and how do they relate to the working world? I did some research and was truly intrigued by how knowing personality types correlated to my everyday life and […]
Promotion Season
Each year the Akin, Doherty, Klein & Feuge completes an evaluation of all employees. Team members are asked to evaluate their performance with respect to client-related matters, including meeting deadlines, accountability, client communication, quality of work, organizational skills, efficiency, technical knowledge, and planning. Each team member also evaluates their attitude, integrity, flexibility, leadership, interaction with […]
Situational Leadership CPE
During summertime, our tax staff spends a portion of their time attending various continuing professional education courses or CPE. This month Kelly Boswell, CPA, and Nancy Meza, CPA, attended the two-day Texas Society of Certified Public Accountants Leadership Development Institute Situational Leadership Program at the LaCantera Resort. The class was taught by Dom Cingoranelli, CPA […]
Babies of ADKF
Congratulations to our newest Audit Dads! Jason Foster, John Berryman and the new babies of ADKF were celebrated in true ADKF fashion. Jason Foster received a giant baby bottle of gift cards and cash to help him welcome his second child into their home. John Berryman received a cubical filled with diapers, to help his […]
Federal Tax Reform
Table of Experts on Tax Reform ?The recent federal tax reform has a huge impact on local business and individuals. We all want answers and to understand the outcome such as how it is going to affect business, affect individuals and the local and state economies. The San Antonio Business Journal hosted five executives to […]
Gifting Cash, Property & Property Interest
Did you give a large gift to someone last year? Have you completed Form 709, U.S. Gift Tax Return? Did you know that the due date is on the same day as the Individual Income Tax Return? Wayne B. Bachman, CPA and Tax Manager at Akin, Doherty, Klein & Feuge, P.C. (ADKF), wrote an article […]
Tips for Fraud Prevention
Our Audit Manager, Paul Wobser, CPA, wrote an article every business owner should read to help prevent fraud. The ten controls are listed below but the full article can be found online through the Boerne Business Monthly link.10 EASY INTERNAL CONTROLS FOR SMALL AND MEDIUM SIZED BUSINESSES Management review of financial data Prepare and review […]
Client Update
A friendly reminder to our clients: Dont forget to submit your information to us by March 3. You may do so by scanning and sending through our secure link or mail copies of the originals. If you have any questions please do not hesitate to contact our office at 210-829-1300. Mailing Address: Akin, Doherty, Klein […]
Taxpayer Beware!
Its the beginning of tax season and at ADKF we want to make sure our family, friends and clients do not fall prey to tax scams. The article below from the IRS.GOV, shows what situations you may encounter this season. Here is a list of the most recent schemes, from the article: ?Requesting fake tax […]