Melissa Imbery Senior Advisor II Houston, TX 713.499.4600 Related Services Wealth Management Related Industries Private Client Email Melissa Imbery
Alert Nov 17, 2021 Planning with the End in Mind: Tax & Financial Considerations Before You Sell Your Business Owners looking to sell their businesses should consult the relevant advisors early in the selling process. Here are important factors to… Read More
Alert Oct 14, 2021 Five Significant Proposed Legislative Changes for IRAs You Need to Know Read on for an overview of the Biden administration’s proposed “Build Back Better” agenda and how it may affect high-income individuals and… Read More
Article Oct 13, 2021 Advantages & Disadvantages of 529 Savings Plans While there are many advantages associated with 529 savings plans, including federal income tax advantages, several disadvantages also… Read More
Article Sep 02, 2021 Planning with the End in Mind: Tax Considerations Before Selling Your Pest Management Business Read on to learn which factors pest control operators should consider before selling their business. Read More