Planned Giving

Your Gift. Our Future.

With a Planned Gift, you put your assets to work with our tax-efficient charitable strategies and provide significant support for St. Stephen's Episcopal School students.

News

Sunday April 21, 2019

Tricycles for Grown-Ups
Savvy Living
What can you tell me about three-wheeled bicycles?...
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Domicile - Where You Live Affects Your Taxes
Personal Planner
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a net estate of $2.5 billion, his...
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Commissioner Rettig Thanks Taxpayers
Washington News
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept of voluntary tax compliance, meaning citizens comply with their civic duty...
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Address: 6500 St. Stephen's Drive Austin, Texas 78746
Phone: 512-327-1213