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Entrepreneurs

October 21, 2020

2020 End of Year Planning Considerations

The following planning strategies are based upon current tax laws. The team at SFMG is closely monitoring the tax changes that may impact our clients post-election. We will communicate any planning...

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October 1, 2020

Summary of the Cares Act for Small Business Owners

The Paycheck Protection Flexibility Act was signed into law on June 5, 2020 and includes updates regarding the Paycheck Protection Program Loan.Due to the continued increase in COVID-19 cases and the...

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April 27, 2020

How To Marie Kondo Your Finances While You're at Home

It's likely that you and your family are spending more time at home these days. Due to the COVID-19 situation many are passing the time by learning new skills or taking on home projects. If...

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June 17, 2019

Expert Travel & Protection Tips

As the summer travel season is upon us, we wanted to pass on a number of critical travel tips if you plan on travelling internationally or domestically. Our team was privileged to attend an...

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February 26, 2019

Opportunity Zone Investing - A Unique Investment Strategy

The Opportunity Zones tax incentive was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative approach to spur long-term private sector investments in low-income urban and rural...

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October 9, 2018

2018 Tax Planning Considerations

All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax planning ideas to include the following:Changes related to the new Tax Cuts and...

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September 13, 2017

Entrepreneurs for North Texas 16th Annual Freedom Day

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of...

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April 7, 2017

Helping Your Assets Grow by Greg Morgan, Contributor

Greg Morgan shares his top advice for growing assets in Good Life Family Magazine. Check out the article: Helping Your Assets Grow

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February 13, 2017

IT'S A HUMAN PROCESS by Craig M. Greenway, Contributor

It’s a Human ProcessPlanning for Retirement Requires Looking at More than NumbersWhat do you see when you envision your life after retirement? Is it golfing every day? Traveling the...

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November 5, 2015

End of Year Planning Considerations - 2015

Take a look at our end of year financial planning considerations!

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