SWS Group PC

09/11/2026

To all who celebrate!

01/01/2026

11/20/2025

Picking up extra hours at your job? You can get a tax deduction on qualified overtime compensation. Starting in tax year 2025, under the One, Big, Beautiful Bill, you can deduct up to $12,500 of wages that exceed your regular rate of pay. This can offer significant savings on your tax return.

Find out if you qualify at www.irs.gov/obbb.

11/20/2025

Treasury and the announce penalty relief for new reporting requirements on cash tips and qualified overtime compensation under the One, Big, Beautiful B...

12/23/2024

Some of our crew getting into the holiday spirit at SWS Group with our "not so ugly" sweaters.

No matter how you celebrate the holidays, it's better with family and friends. Wishing you a merry, fun and bright holiday season, from all of us!

12/28/2023

If you own a vacation home, it’s critical to address it carefully in your estate plan. It may make sense to transfer interests in the home to your children or other relatives now, using tax-free gifts. But if you’re not yet ready to give up ownership, consider using a qualified personal residence trust (QPRT). With a QPRT, you transfer a qualifying vacation home to an irrevocable trust, retaining the right to occupy the home during the trust term. At the end of the term, the home is transferred to your beneficiaries. The transfer is a taxable gift of your beneficiaries’ remainder interest, which is only a fraction of the home’s current fair market value. Contact us for planning options.