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Blog

Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid
Loyd Stegent | Apr 21, 2026

The HSA Secret Most People Overlook

Tax Planning
Retirement Planning
Estate Planning

Health Savings Accounts (HSAs) are arguably the greatest way to save money. 

 

Unlike any other tax-advantaged account, they provide a triple tax benefit: 

  1. Contrib
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Don't Be Late, Apply To College Now
Loyd Stegent | Apr 20, 2026

Charitable Donations: A Potential IRS Trap

Tax Planning

If you donate clothing or household goods to charity, there’s an IRS trap you need to know about.

 

In a recent Tax Court case, a taxpayer lost a $6,760

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Travis Coulson | Jan 26, 2026

How Retirees Can Lower Their Medicare Premiums

Retirement Planning
Tax Planning

Many upper‑middle‑ and upper‑income retirees are surprised to find that their Medicare Part B and Part D premiums are higher than the standard amount. That

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Loyd Stegent | Jan 26, 2026

Why Serious Landlords Rely on the 1031 Exchange

Investing
Tax Planning

Serious real estate investors rely on the Section 1031 exchange because it allows them to grow wealth faster while legally deferring federal income taxes.

When

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Loyd Stegent | Jan 20, 2026

S Corporation Planning: Common Mistakes to Avoid

Tax Planning

We continue to see aggressive advice circulating about routing personal commissions through an S corporation to reduce self-employment tax. This strategy sounds

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Elderly couple with iPad
Loyd Stegent | Jan 14, 2026

QCD's: A Tax Efficient Solution for Required Minimum Distributions

Tax Planning
Retirement Planning

If you have one or more traditional IRAs and are age 73 or older, you’re familiar with three of the most dreaded letters in the tax world: RMD, short for requir

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NUA Choice A Tax Strategy to Consider If You Own Company Stock
Firm Staff | Jan 7, 2026

NUA Choice: A Tax Strategy to Consider If You Own Company Stock

Tax Planning
Retirement Planning
Do you own any of your employer’s company stock inside your employer’s 401(k), ESOP, profit sharing plan, or other retirement plan? Has it gone up in value
Read More

Office

24 Greenway Plaza Suite 1507 
Houston TX 77046

Contact Info

P: (713) 840-9300
F: (713) 840-0012
E: loyd@stegentequity.com

     

Get in Touch

This firm is not a CPA firm. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and is believed to be factual and up-to-date. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Nothing in this website should be construed as investment advice and does not take into consideration your specific situation. All investments involve risk. Past results do not guarantee future performance.

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