Estate & Gift Tax Planning
You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.
Cornelius, Stegent & Price, LLP
"It's the little details that are vital. Little things make big things happen." - John Wooden
With over 90% of our clients coming from client referrals, we have created a culture of trust and confidence.
Products & Services
Financial Planning & Investment Review
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
Tax Planning
We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters.
Tax Return Preparation
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year.
Financial Statements
We can prepare or supervise the preparation of your financial statements. Compiled or reviewed statements can be provided according to your needs. More importantly, we can help you use these statements, as well as other reports, to better manage your business and increase your profitability.
Our Team
Donellen G. Cornelius
CPA/PFS, CFP®
Ms. Cornelius is a founding director of Cornelius, Stegent & Price, LLP. She began her career in public accounting with Arthur Andersen & Co. in 1977 and later served as Audit Partner with another Houston regional public accounting firm.
Loyd J. Stegent
CPA/PFS, CFP®
Mr. Stegent is a founding director of Cornelius, Stegent & Price, LLP. He is also the founder and President of Stegent Equity Advisors, Inc., a fee-for-service investment and financial counseling firm.
Blog
Remember to consider your Section 199A deduction in your year-end tax planning. If you don’t, you could end up with an undesirable $0 for your deduction amount.
The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are four things to consider.
When you take advantage of the tax code’s offset game, your stock market portfolio can represent a little gold mine of opportunities to reduce your 2021 income taxes.
