Category Archives: Blog

Attention: The IRS Has Just Updated Yet Another Deadline

COVID 19 deadline extension

In an effort to keep your financial stress at a minimum during these trying times, we are working diligently to keep you informed and your calendars up to date. As such, please take note that the deadline to make traditional … Read More

Attention: Important Tax Deadlines Have Just Been Pushed Out

The Treasury Department and the Internal Revenue Service (IRS) are offering up some welcome relief for taxpayers this tax season in response to the coronavirus pandemic.  The deadlines for filing 2019 tax returns and for making 2019 income taxRead More

That Time of Year – Part 2

tax deadline for business owners

Are you a Business Owner or Filing Taxes on Behalf of a Corporation or Partnership? Read on!

Next up in our That Time of Year blog series, is an important tax deadline for business owners that’s less than two weeks … Read More

That Time of Year – Part 1

65 Day Distribution

Kicking off Our ‘That Time of Year’ Blog Series with an Important Tax Deadline Coming Up Next Week!

The time has come…our “That Time of Year” series is back! We promised you tax tips and important deadlines to consider in … Read More

Tax Season is Upon Us, Don’t Fret – You’ve Got This!

Tax Season

It’s that time of year again…as the end of January rolls around it seems all of us are striving to maintain our New Year’s Resolutions, keep up with Houston’s swing in temperatures without getting sick, and begin to dreadfully think … Read More

Tips for Setting Smart Financial Resolutions in 2020

financial resolutions

With 2020 just getting underway, many people are setting personal goals to get in shape, eat healthier and find ways to sneak in some more zzz’s. Let’s not forget the importance of setting financial resolutions critical for improving both short-term … Read More

House Retirement Savings Bill – SECURE

House Retirement Savings Bill - SECURE

By an overwhelmingly bipartisan vote of 417-to-3 on May 23rd of this year, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) bill of 2019. SECURE then moved to the Senate for a vote … Read More

It’s the Most Wonderful Time of the Year (for giving)!

Gift giving

Tis the season of giving gifts and putting a smile on the faces of those you care for.  If you are thinking of giving a substantial monetary gift, you should be aware of the tax implications beforehand.

Gifting Money

Up … Read More

2020 Contribution Limits for IRAs and Retirement Plans

New inflation-adjusted limits for 2020 IRA and retirement plan contributions have been released by the IRS. Contribution limits have risen slightly for 2020, and income thresholds have increased as well. If you want to begin planning for your 2020 contributions … Read More

What to do with your Bonus? – Year End Tax Planning $$

bonus tax planning

Congratulations on your bonus! As 2019 comes to a close, many employees will be receiving a supplemental wage or cash bonus at year-end. Before you start thinking about what you are going to spend it on i.e. holiday gifts, there … Read More

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