Imagine this, you’ve decided to gift a significant portion of your hard-earned wealth to your loved ones, but you’re unsure about the tax implications. Did you know how much can you gift someone without paying taxes? In 2024, you can gift up to $18,000 per person without triggering federal gift taxes. While Texas doesn’t impose […]
Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.