Category Archives: Blog

New Developments Around the Paycheck Protection Program: The IRS Makes Deductions Decision

Paycheck Protection Program

The Paycheck Protection Program (PPP), a Small Business Administration loan intended to help businesses keep their workforce employed during the COVID-19 crisis, may actually provide fewer benefits than originally assumed. As April came to a close last week, the IRS … Read More

CARES Act: The Takeaways

CARES Act

A highly anticipated coronavirus aid package was signed into law by President Trump at the close of last week on Friday, March 27th. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) serves as the most extensive COVID-19 related … Read More

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

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