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The new 2020 tax form
I had an experience over the holidays with family that presented a wonderful opportunity to write about. I was asked by an in-law about the new 2020 tax form, and why one spouse will now be taxed higher based on their higher earnings. I will freely admit that caught...
What to Look for When Selecting a Credit Card
Americans are taught the dangers of credit cards from an early age. Young adults are often warned about ballooning debt, extreme interest rates, and lifelong consequences. Even if a debtor passes away, the burden will fall on their relatives. U.S. banks are currently...
Retirement Distributions – Cutting Your Finances Off at the Knees 101
Let’s begin by making the generous assumption that no matter how old you currently are, when you retire social security will still be funded and you’ll be able to draw your share from it for the rest of your life. If all you have when you retire is social security,...
How Do Tax Brackets Work?
There are actually two ways to look at your tax bracket. One is called your marginal tax bracket, and one is your effective tax bracket. Your marginal tax bracket is the thing that is most common knowledge. They were recently changed in the newest tax reform, starting...
3 Ways to Run Your Business More Efficiently to Save Time and Money
Small business owners have very limited resources. Because of this, they have to make smart decisions about their time and money. Some of the best ways to save on both will likely surprise you. Below we have highlighted three tips to make your business run more...
The 80/20 Year of 2020; How Your Emotions Can Positively Affect Your Finances
I read a Garfield comic when I was about 12 years old that I’ll never forget. “When is the most popular day to start a diet? Tomorrow.” We’re at that time of year when people make New Year’s resolutions. I’ll tell you though, I can’t stand New Year’s resolutions. If...
To Roth or Not to Roth, That is the Question
IRA stands for Individual Retirement Account. There are two primary types, Traditional IRA and Roth IRA. In this post I’m going to give you the basic information you need to help determine which type is best for you to contribute to annually. In 1974 the Employee...
LLC vs S Corp, the tax implications of having a Business
Many people start a business and are confused about what an LLC or an S-Corp is. They also don’t understand why they would be electing to be an LLC or an S-Corp. As it concerns a business and its taxes, understanding what is different about an LLC or an S-Corp is very...
What is credit and how do I get it?
Credit scores are so important to U.S. citizens, yet 14% of the population is “credit invisible”. This means they have never received a line of credit or borrowed money in the past seven years. While most people aren’t interested in working towards a perfect score of...
What Is Gift Tax?
Since we’re in the season of giving and we so love this season, I thought this would be a great subject to tackle! A gift tax is the tax on money or property that one living person gives to another. Items received upon the death of another are considered separately...
Needs Analysis
Free One Hour Consultation for any new business owner looking for an advisor to help them with their taxes or financials.
You have Successfully Subscribed!
Latest News
The new 2020 tax form
I had an experience over the holidays with family that presented a wonderful opportunity to write about. I was asked by an in-law about the new 2020 tax form, and why one spouse will now be taxed higher based on their higher earnings. I will freely admit that caught...
What to Look for When Selecting a Credit Card
Americans are taught the dangers of credit cards from an early age. Young adults are often warned about ballooning debt, extreme interest rates, and lifelong consequences. Even if a debtor passes away, the burden will fall on their relatives. U.S. banks are currently...
Retirement Distributions – Cutting Your Finances Off at the Knees 101
Let’s begin by making the generous assumption that no matter how old you currently are, when you retire social security will still be funded and you’ll be able to draw your share from it for the rest of your life. If all you have when you retire is social security,...
How Do Tax Brackets Work?
There are actually two ways to look at your tax bracket. One is called your marginal tax bracket, and one is your effective tax bracket. Your marginal tax bracket is the thing that is most common knowledge. They were recently changed in the newest tax reform, starting...
3 Ways to Run Your Business More Efficiently to Save Time and Money
Small business owners have very limited resources. Because of this, they have to make smart decisions about their time and money. Some of the best ways to save on both will likely surprise you. Below we have highlighted three tips to make your business run more...
The 80/20 Year of 2020; How Your Emotions Can Positively Affect Your Finances
I read a Garfield comic when I was about 12 years old that I’ll never forget. “When is the most popular day to start a diet? Tomorrow.” We’re at that time of year when people make New Year’s resolutions. I’ll tell you though, I can’t stand New Year’s resolutions. If...
To Roth or Not to Roth, That is the Question
IRA stands for Individual Retirement Account. There are two primary types, Traditional IRA and Roth IRA. In this post I’m going to give you the basic information you need to help determine which type is best for you to contribute to annually. In 1974 the Employee...
LLC vs S Corp, the tax implications of having a Business
Many people start a business and are confused about what an LLC or an S-Corp is. They also don’t understand why they would be electing to be an LLC or an S-Corp. As it concerns a business and its taxes, understanding what is different about an LLC or an S-Corp is very...
What is credit and how do I get it?
Credit scores are so important to U.S. citizens, yet 14% of the population is “credit invisible”. This means they have never received a line of credit or borrowed money in the past seven years. While most people aren’t interested in working towards a perfect score of...
What Is Gift Tax?
Since we’re in the season of giving and we so love this season, I thought this would be a great subject to tackle! A gift tax is the tax on money or property that one living person gives to another. Items received upon the death of another are considered separately...
Dates to Remember
Networking Breakfast
Tuesday, January 28th 8:00am
Come meet your next business connection and lean how you might be able and available to benefit each other. All are welcome!
Educational Seminar
Thursday, January 30th 6-7:30pm
Come learn a little about taxes from the experts
Needs Analysis Consultation
Free One Hour Consultation for any new business owner looking for an advisor to help them with their taxes or financials.
Subscribe Now
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LOCATION
11555 Champion Forest Dr.
Houston, TX 77066
Phone: (281) 440-6279
Fax: (281) 716-6000
Tax Season Hours
Mon - Fri - 8:00am-8:00pm
Saturday - 9am-1:00pm
Sunday - Closed
