Avid Wealth Partners

Happy Holidays from all of us! 🎄✨
As we wrap up the year, we’re excited to share we’re officially moving into our new office. Same team, same commitment to our clients, just a fresh space to keep building and growing.

We’re grateful for the trust and relationships that made this year possible and we’re heading into the new year energized and ready for what’s next.

Wishing you and your loved ones a joyful holiday season and a strong start to the new year.

Wishing you and your loved ones a wonderful and restful Thanksgiving. 🦃🍂

We’re honored to be three-time Fast Track Award recipients. Thank you to the San Antonio Business Journal for recognizing our 2025 growth and thank you to our clients and partners for believing in what we’re building.

The Fast Track Awards spotlights the fastest growing companies in San Antonio based on year-over-year revenue growth, celebrating businesses driving momentum and impact in our community.

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An incredible time sharing wealth strategies with top producers last week on Tuesday. Thank you to Josh Sigman and the Legacy Mutual Mortgage team for the invitation! Always a privilege for Daniel Reinke to help leaders elevate their success. 🙌

This Veterans Day, we honor the men and women who have served with courage, discipline, and an unwavering commitment to something bigger than themselves.

As a veteran-owned firm, we’re proud to stand on the leadership and example set by our founder, Eric Kala , and by the veterans within our own families and community.

To every service member past and present — thank you for your sacrifice, your grit, and your enduring impact.

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help you facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

The One Big Beautiful Bill Act: Key Tax Changes Starting 2025

👍EVERYONE 👍
Standard deduction increases to $15,750 for single filers, and $31,500 for those filing jointly.
State and local tax (SALT) deduction increases to $40,000 (temporary)

👥 SENIORS (65+) 👥
$6,000 bonus deduction (2025-2028)

👨‍💼 WORKERS 👨‍💼
No tax on tips (up to $25,000)
No tax on overtime (up to $12,500 single filer/$25,000 married filing jointly)

🏢 BUSINESS OWNERS 🏢
20 percent qualified business income deduction is now permanent
100 percent capital expensing restored

👨‍👩‍👧‍👦 FAMILIES 👨‍👩‍👧‍👦
Child tax credit increases to $2,200
Dependent care limits increase to $7,500

🏡 ESTATE MANAGEMENT 🏡
Exemption increases to $15 million/$30 million (starts 2026)

IMPORTANT: Some of these changes are temporary (2025-2028). Consult a tax professional for your specific situation.

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈