Accounting

• Accounting Services

Planning

• Financial Planning
  Investment management services, financial planning and trust services are offered through Frost Wealth Advisers of Frost Bank.
• Annuities
  FDIC insurance covers all deposit accounts, including checking and savings accounts, money market deposit accounts and certificates of deposit. FDIC insurance does not cover other financial products and services that banks may offer, such as stocks, bonds, mutual fund shares, life insurance policies, annuities or securities. The standard insurance amount is $250,000 per depositor, per insured bank, for each account ownership. The FDIC provides separate coverage for deposits held in different account ownership categories. Depositors may qualify for more coverage if they have funds in different ownership categories and all FDIC requirements are met. (For details on the requirements, go to www.fdic.gov/deposit/deposits.) The ownership categories are...
• Long Term Care
• Asset Management
  We offer a wide range of specialists and services to help you administer your oil, gas and mineral ownership.

Investment

• Wealth Management
• Investment Management
  Retirement plans. We can help you select the best retirement plan for your employees, administer and manage plan assets and provide investment planning services to them. Learn about investments
• Mutual Funds
  For the hands-on investor, a Frost Brokerage Services Account allows you to trade mutual funds, corporate funds, stocks and other investment options by phone or online 24/7.
• Bonds

Taxes

• Roth IRA
• Form 1065
• Income Tax
  Annual IRS income tax filings of the entity (required if using an annual reference period). If the entity has not yet filed a tax return for 2020, you must fill out the return forms, compute the relevant gross receipts value (see Question 5), sign and date the return, attesting that the values that enter into the gross receipts computation are the same values that will be filed on the entity’s tax return.