4 Last Minute Tax Savings Ideas For San Antonio Taxpayers

I woke up Monday morning, after the wonderful holiday weekend ... and I had a realization: "After today, there are only FIVE days left in 2016." Perhaps not a genius realization -- fine. BUT, if you're smart about how you handle these days, you can pay yourself quite well when tax time rolls around. The [...]

By |2018-01-31T00:38:38+00:00December 30th, 2016|Blog|0 Comments

Sherry Tolbert’s Holiday Season Prayer

I came in to the office this morning, and I noticed that traffic is already a little lighter around town. Many of us are still working, but I have plenty of friends who have already taken time away from work, starting today. Whatever your faith background, it's hard to ignore the holiday clamor. In my [...]

By |2018-01-31T00:38:38+00:00December 20th, 2016|Blog|0 Comments

Fake News & Four Online Privacy Tips By Sherry Tolbert

There's a lot of talk these days about fake news -- which is interesting, because most of us have realized for quite some time that much of the news is glorified "PR" in the first place. But before I get there, here is some information that is NOT fake... A bunch of tax deadlines were [...]

By |2018-01-31T00:38:38+00:00December 16th, 2016|Blog|0 Comments

Thoughts On Millennials, Following Your Dreams & Career Choices In San Antonio

It's getting real around our Tolbert CPA LLC offices these days. Our busiest time of year is definitely during "tax season", but we are in our intense preparatory stage for it AND so are our (smarter) clients. We have no complaints, and we love our clients ... but it does add some oomph to the [...]

By |2018-01-31T00:38:38+00:00December 9th, 2016|Blog|0 Comments

The Heart Behind Year-End Giving – Sherry Tolbert’s Three Key Ideas

Lost amid all of the Thanksgiving and holiday noise was the fact that a federal judge just blocked the implementation of the new overtime rules that small businesses were scrambling to prepare for this year. They had been scheduled to take effect on 12/1 of this year, but right now they're in limbo. If your [...]

By |2018-01-31T00:38:38+00:00November 30th, 2016|Blog|0 Comments

Sherry Tolbert’s Thanksgiving Encouragement

This week of Thanksgiving seems like it hurtled its way towards us, and suddenly the holidays are upon us. Perhaps it's because of the elections, maybe the weather ... but for some reason, it feels very sudden. And that's probably a good thing, because it's our chance to take a breath as a nation, and [...]

By |2018-01-31T00:38:38+00:00November 23rd, 2016|Blog|0 Comments

A San Antonio Parent’s Four Step Guide On Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type "President Hillary Clinton") ... we've had eight years of President Barack Obama, and however we feel about all of it, it's always [...]

By |2018-01-31T00:38:38+00:00November 15th, 2016|Blog|0 Comments

Sherry Tolbert’s Story of Real Wealth

I'm specifically putting this together on Monday, November 7th, before Election Day, before we know the outcome of our long national sojourn. So many have been writing things like "I can't wait for this election to be over!" and I have felt the same. But now is when the real work begins. Again, today is [...]

By |2018-01-31T00:38:38+00:00November 7th, 2016|Blog|0 Comments

Sherry Tolbert’s Breakdown of the Candidates Tax Plans

As I promised, I have some information for you about the broad strokes of the potential income and business tax policies of our candidates for President this year. It's obviously a politically-charged issue, and so I've drawn from my own analysis, as well as the nonpartisan Tax Foundation. But I also hope to turn down [...]

By |2018-01-31T00:38:38+00:00November 2nd, 2016|Blog|0 Comments

9 Questions For San Antonio Taxpayers To Consider for Tax Planning

I wanted to put this on your radar before the next few weeks, when (apparently) our nation (and perhaps even our little village of San Antonio) will be going down in flames. If we are to believe either/both sides of this nasty election, if Trump/Clinton steals/wins/loses the election, then we will have chaos/civil-war/armageddon and life/politics/Facebook [...]

By |2018-01-31T00:38:38+00:00October 26th, 2016|Blog|0 Comments
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