5 Reasons To Work With a Tax Professional

Two professionals discussing tax documents.

To help ensure you use every tax deduction you’re legally entitled to, it is best to work with a knowledgeable tax professional. Here are five reasons this partnership can pay off, not only with this year’s taxes but possibly with future tax bills as well. 1. YOU’RE A NEWBIE. If you’re new to the work […]

Real Estate & QBI

Text: Insights and Tips

The IRS issued a final ruling explaining how to qualify for a real estate income safe harbor to receive the Qualified Business Income (QBI) deduction. You will need to make this safe harbor determination annually. QUALIFICATIONS To qualify for a safe harbor for a real estate rental income deduction under section 199A, taxpayers must meet […]

Short Bits

ClientLine Short Bits logo design

LACKING CONFIDENCE Few employers are “very confident” their employees are on the way to becoming retirement-secure, according to the report, “Employers: The Retirement Security Challenge,” from the Transamerica Center for Retirement Studies. Only 17% of employers felt very confident, which lined up with 18% of employees who felt the same. About 23% of employers were […]

ADKF Tax Kickoff 2020

Calculator displaying 'TAX 2020' text

Each year, ADKF gears up for tax season with a Tax Kickoff training. This year, CPE was given, and the all-day event was held at the San Antonio CPA Society. There was a full day of speakers and activities. The day kicked off with breakfast pastries from Panera Bread and some opening words from the […]

Announcing ADKF’s Spring 2020 Interns!

ADKF Certified Public Accountants logo

This year, we are delighted to announce such a great group of tax and audit interns. Each year, we seek out the best and brightest our field has to offer, at our local San Antonio colleges. We are excited to introduce them. AUDIT INTERNS Pictured left to right: Lin Zhang – Current graduate accounting student […]

Congratulations to Our Newest CPA, Kelsie Tabbert!

Person sitting at a table, engaged.

Each year ADKF celebrates those on our staff who study hard and pass the CPA exam. In 2019, Tax Senior, Kelsie Tabbert earned the distinction and can now call herself a CPA. As a new CPA, Kelsie gets some great perks, including but not limited to, reimbursement for her training materials and the fee for […]

Resolve To Become More Competitive

Business people preparing for a race.

Business owners typically have little time for planning. However, making that time during this New Year — and new decade — can help most businesses become more competitive now and in the future. PLAN YOUR SUCCESSION Whether you plan to eventually sell your business to strangers or pass it down to the next generation, succession […]

ADKF’s Andrew Spraggins, CPA, Graduates from …

Certificate presentation at a formal event.

the SACPA Society’s IDEAL 2.0 Program! We asked him to write about his experience. During this past summer and fall, I was privileged to be able to attend the San Antonio CPA Society’s Institute for Developing Excellence in Accounting Leadership 2.0 (IDEAL 2.0) program.  The program covered a broad range of topics that taught me […]

Welcome Back, Ivan Solis!

Man in a button-up shirt

We are so excited to welcome back to ADKF, Ivan Solis! He first started with ADKF as a Tax Intern during the Spring tax season of 2018, where he received hands-on tax experience. “I had an amazing internship with ADKF.” Having obtained his Master’s of Science in Accounting, Tax Track, from the University of the […]

Lunch & Learn with Wayne Bachman, CPA

Man in a white dress shirt.

Retired Tax Manager, Wayne Bachman, CPA, returned to ADKF to teach a 3-part lunch-and-learn series on Oil & Gas Taxation. Wayne was a contract employee with ADKF from March 2004 through June 2009.  He then was a full-time family member from July 2009 through April 30, 2018, when he retired. We are grateful to have […]