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Blog

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
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Office

24 Greenway Plaza Suite 1507 
Houston TX 77046

Contact Info

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

     

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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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