Blog
When Disaster Strikes Woodlands Taxpayers: Casualty Loss Deduction
Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Woodlands clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good" news...
A Tax Documentation Backup How-to for Woodlands Filers
First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in Montgomery County, they might be already in the rearview, they might not even have raised themselves to the level of your...
Woodlands Borrowers Be Wary of These Student Loan Forgiveness Scams
Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Woodlands people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of...
A Tricky Tax Credit for Woodlands Electric Vehicle Owners
I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Conore/Woodlands/Montgomery Area clients this past year, we reviewed returns prepared via...
Your Woodlands Side Hustle & the IRS Crackdown
Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...
How Woodlands Taxpayers Can Navigate Retirement Contribution Limits
One of the things that my team and I prioritize here at Aurelia E Weems, CPA is keeping the lines of communication open with our Houston area clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they...
Aurelia Weems’s Guide to Senior Discounts
The devastating images and clips from the aftermath of Hurricane Ian rolling through the news feeds are truly heartbreaking. It’s incredibly difficult to watch the crippling effects of situations like these. All of us here at Aurelia E Weems, CPA send our thoughts and...
Aurelia E Weems, CPA’s guide to Avoiding an IRS Scammer
Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...
Aurelia Weems’s Strategy for RMD Withdrawals
There’s something about a new work week that gets you thinking about how you want to spend the weekend. The same goes for planning a vacation once you get back from one. Work is fulfilling, but life’s "rest times" are what Montgomery County people like you and I work...