The Steelman Group

You have 4 days until it's time to put your 2025 Income Taxes in the mail or have them e-filed. If you have not completed your 2025 Taxes, it's highly suggested for you to file an extension by mailing the form 4868 to the IRS office in Austin Texas.

As we move into 2026, we know tax season brings important questions. For guidance and updates, we are always available to share valuable insights to help you stay informed.

My name is Steve Steelman, owner of the Steelman Group based in Anna TX. I am always available to answer any questions that you may have with no obligations. My tax rates are competitive and more reasonable than the larger tax companies. I am a member of the Greater Anna Chamber of Commerce and I have several other clients in the area including the Van Alstyne Police Association. Let's build together what is necessary to achieve your financial goals together.

Website - www.thesteelmangroup.net
Phone Number - 469-514-5353
Email [email protected]

Your success is our priority!

The Steelman Group Veteran owned family business that provides expert advise and a diverse range of professional services tailored to help our clients achieve their retirement and financial goals.

This is why wealthy people do not “take profits.”

They borrow.

The headline is dramatic, but the mechanism is real.

Under current law, if you sell appreciated stock, you trigger capital gains tax.

If you do not sell, you can potentially borrow against the portfolio for liquidity instead.

Loans are not income, so there is no capital gains tax at the moment you borrow.

Then, if you die still holding the asset, your heirs may get a step up in basis to fair market value, which can erase the capital gain that existed during your lifetime.

That is the play people call “buy, borrow, die.”

It is not magic.

It is leverage, interest costs, risk, and a tax code that rewards holding assets.

Also, a trust is not the secret sauce here.

The step up is generally a death benefit, not a “trust hack.”

And if your estate is big enough, estate tax planning becomes the real chess match.

Interesting.

The typical U.S. worker has $955 saved for retirement, report finds Millions of Americans lack access to any type of retirement plan, hampering their ability to save for old age.

* Important Tax Notice Regarding Tax Deadline *

You should have received your W-2 or 1099 by January 31st. If you haven’t received yours yet, we recommend reaching out to your employer, Social Security Administration, or financial institutions as soon as possible to obtain it.

Remember, the deadline to submit your 2025 income tax return is April 15, 2026. Stay proactive and ensure you have everything you need for a smooth filing process.

For any general tax-related questions, feel free to give me a call at 469-514-5353 Steve Steelman or send me an email at [email protected]@

Website -

The Steelman Group Veteran owned family business that provides expert advise and a diverse range of professional services tailored to help our clients achieve their retirement and financial goals.

* Important Tax Notice for Our Clients *

You should receive your W-2 or 1099 by January 31st. If you haven’t received yours yet, we recommend reaching out to your employer, Social Security Administration, or financial institutions as soon as possible to obtain it.

Remember, the deadline to submit your 2025 tax income return is April 15, 2026
Stay proactive and ensure you have everything you need for a smooth filing process.

For any general tax-related questions, feel free to give us a call at 469-514-5353 or send me an email at [email protected]

Website - www.thesteelmangroup.net

Everyone be safe out there!

Steve

FS Grain - Stock Quotes Information presented is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. No representations are made by Barchart as to its informational accuracy or completeness.

If you're looking for an option for professional assistance with your Income Tax return, including extensions and prior year returns, Steve Steelman of The Steelman Group is a reliable option.

As a Licensed Tax Preparer with 27 years of experience, he can efficiently prepare simple and complex returns, including those with additional schedules for self employment, farms and rental properties.

Free consultations are provided.

Please feel free to contact Steve directly at 469-514-5353 or via email [email protected].

He is available to provide quotes for services over the phone, and the rates are competitive. For more information on our other services, please visit our company website:

www.thesteelmangroup.net

We are a small family business, Veteran owned and a member of Greater Anna Chamber of Commerce

We look forward to the opportunity to work with you.

The Steelman Group Veteran owned family business that provides expert advise and a diverse range of professional services tailored to help our clients achieve their retirement and financial goals.