To Act or Not to Act on Your Estate Plan

ADKF Tax Manager, Jason Nelson, CPA, wrote an article on estate taxes for the December 2016 issue of Boerne Business Monthly. Read Jason’s advice on what to do if you currently have an estate plan and what to do if you don’t. The full article is provided here: https://issuu.com/boernemag/docs/december_2016_boerne_business_month

New Non-Profit Accounting Rules

On August 18, 2016, the Financial Accounting Standards Board (FASB) issued new rules affecting Not-For-Profit Entities. The new regulations are included in Accounting Standards Update (ASU) No. 2016-14, Not-For-Profit Entities (Topic 958): Presentation of Financial Statements of Not-For-Profit Entities. The new standard changes how not-for-profit entities classify their net assets. Net assets will be grouped […]

Estate Tax Regulations

The government has signaled for months that new regulations were coming that would eliminate valuation discounts on intra-family transfers of minority interests in family controlled entities such as Family Limited Partnerships. If you are considering gifting business interests to family members in order to save on estate taxes we need to accelerate the transfers before […]

The Trio

You know that moment when you show up to work and see someone wearing the same outfit as you?! Do you run and hide in your office the rest or the day or do you compliment the other person on their impeccable taste in clothing? Our CPA’s rocked their ADKF green button downs with class, […]

Diaper surprise for first-time dad

Last night some ADKF elves snuck into Prakash’s office to decorate and surprise him with a room full of diapers and wipes (and a UTSA onsie of course, Go Roadrunners!) Prakash and his wife are expecting their first baby, a boy, later this Spring. Congratulations to them both! And a big thank you to our […]

2015 Year-end Tax Relief

2015 Omnibus Budget / Protecting Americans from Tax Hikes Act of 2015 Bill Note: 2015 Income tax rates are unaffected Personal – Permanently extended Election to include State and Local General Sales Taxes as an itemized deduction, in lieu of deducting state and local income taxes. American Opportunity Tax Credit (AOTC) at an increased level […]

ADKF Hosts Seminar for Clients

During the week of December 10, ADKF hosted an Employee Benefit Seminar for our clients with the help of Cross Financial Group. We offered a free breakfast or lunch version of the seminar and Dan Clark from Cross Financial came to provide an update on managing fiduciary responsibilities. Below are some photos from the lunch […]

Tips to manage your Fiduciary Responsibility

Recently, ADKF has joined with Cross Financial Group to offer a seminar to some of our clients regarding Employee Benefit Plans and pitfalls to avoid when you’re the Plan Sponsor. Dan Clark of Cross Financial Group also wrote the follow blog post to share with our clients and readers. A big Thank You to Dan […]

Christmas fun at ADKF

At Akin, Doherty, Klein & Feuge, P.C., we have been in the holiday spirit all week! In preparation for our Christmas present wrapping party on December 4, we had some fun taking photos with the official ADKF Snowman we ‘built’. We ended this week with packaging and wrapping the presents to be delivered to our […]

ADKF Celebrates our newest CPAs

Several members of our staff recently completed all of the requirements and have received their licenses to be CPAs. We are proud to announce our newest CPAs at ADKF, Prakash Ravi, Dylan Boss, and Anette Barrera. Congratulations! We also have many others at our firm striving to complete the four parts of the CPA exam. […]