Stevens Rich—Worth Trusting

The partnership of Stevens Rich PLLC is composed of John C. Rich and Bart Stevens.

John Rich had a 26 year career as an accountant and was a certified public accountant while working in the electric utiltiy industry.  Twelve of those years, from 1988 to 2000, were spent with the local Kerrville municipal electric company as the Chief Financial Officer.  Part of the duties of the office included being the Chief Investment Officer with the responsibility for a $12,000,000 investment portfolio.  In 2000, John joined A. G. Edwards & Sons in Kerrville.  Before coming to Investment Centers of America, Inc. (ICA), he also spent 3 years with Edward Jones & Sons in Kerrville.  He has been with ICA since April 2005.

Bart Stevens began his career in finance in 2001 working for the Big Four accounting firm, KPMG, and its eventual spin-off, BearingPoint Consulting.  After spending three years in corporate finance he felt a calling to be involved in helping people prepare for their future by working in the personal finance arena.  He spent 6 years working for Edward Jones in Austin and then in Kerrville.  In March 2010 he partnered with John Rich at Investment Centers of America and the new partnership of Stevens Rich PLLC was born.

Both Bart and John have a common interest in educating people about financial subjects.  A stated goal is to reach people through teaching the Dave Ramsey Financial Peace University course and having different product vendors present educational seminars throughout the year on topics of interest to the Kerrville community.

Rachel Trumbull was hired in November 2010 to assist our clients in their service needs. 
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Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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