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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...
ReadOctober 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...
ReadApril 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...
ReadJune 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...
ReadFebruary 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...
ReadOctober 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...
ReadSeptember 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...
ReadFebruary 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...
ReadNovember 5, 2015
End of Year Planning Considerations - 2015
Take a look at our end of year financial planning considerations!
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