Blaine S. Douglas, CIMA

Blaine S. Douglas, CIMA Houston Office
(by appointment)
5252 Westchester Ave. Suite 112
Houston, TX 77005

Clear Lake Office
1560 W. Bay Area Blvd. Suite 201
Friendswood, TX 77546

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/09/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Business owners should consider a succession plan sooner rather than later.
09/08/2026

Business owners should consider a succession plan sooner rather than later.

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Do you have a will? Is it updated?
09/07/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/04/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/03/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
09/02/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
09/01/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/31/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/28/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Address

1560 W. Bay Area Boulevard Suite 201
Friendswood, TX
77546

Telephone

+17133009800

Website

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