JRBT

Waco + JRBT = the perfect combo.

In the past few weeks, JRBT team members have been all around town, from professional development opportunities to shooting hoops and meeting legends. No matter where you go in Waco, chances are you'll find a JRBT team member involved in the community.

Big shoutout to JRBT team members Jared Breitkreutz and Heather Sandifer for snagging third place at the Robinson Area Lions Club Corn Hole Tournament!

They came in clutch out at the boards with solid throws, strong teamwork and serious competitive energy. Safe to say they showed up and held their own all the way to a top-three finish.

We love to see it!

Most financial institutions—including the IRS—are phasing out paper checks in favor of electronic deposits. You just send them your bank info. But what if you accidently give the IRS the wrong info? Click through to see what the IRS will do—and learn how to avoid a scam.

Getting a Tax Refund—and Avoiding a Scam

Talk about pickleball pros! JRBT team members Zack Maldonado and Emily Murphy took home first place at the Greater Waco Sports Commission Corporate Cup Pickleball Tournament.

Big shoutout to these two for showing what teamwork, skill and a little competitive spirit can do on the court!

At the end of April, the IRS published new instructions on the schedule for claiming the employee retention credit. Click through for guidance on these complicated rules, to make sure you get what you're entitled to.

IRS Issues New ERC Guidance

Trusts are powerful tools for protecting and distributing assets, but their tax rules can be complicated. Click through for highlights of how different trust structures impact taxation — whether for the trust itself or for its beneficiaries.

Trust Taxation: Considerations for Grantors and Beneficiaries

Reminder: JRBT summer hours begin this week.

Starting Friday, May 22 through Friday, August 7, our office will close at noon on Fridays.

Monday through Thursday hours will remain 8am to 5pm.