Austin Office - 9821 N Lake Creek Pkwy, Suite 4153 Austin, TX 78717 Dallas Office - 446 Houston St. Coppell, TX 75019

Phone:

Austin Office- 972-489-6792 Dallas Office - (972)338-9655

E-mail:

bill@billipema.com

Keep Together What You Put Together

We specialize in business and personal financial strategies to help meet the needs of Texas business owners and their employees. Our personal and business financial strategies emphasize:

Business and Estate Planning
Employee Benefits and Retirement Planning
Executive Compensation Planning
Investment Products and Tax Planning
Risk Management

What distinguishes Employers' Resource Group is our constant search for quality in service, our network of experts in the key areas that affect business owners, and the depth of experience of our professional associates and staff.

Newsletters

HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators