Blog
Effects of Inflation: Plan for This, Woodlands Investors
A lot of us Montgomery County investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Aurelia … I don’t HAVE an...
When Woodlands Taxpayers Discover Unclaimed Property
“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or...
Aurelia Weems’s Saving Tips – More Than Not Spending
Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only taxpayer in that group.And I wish there was more my office could do to...
A Why Estate Planning Now Take by Aurelia E Weems, CPA
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...
Tax Documentation Woodlands Filers Should Keep and Why
Yes, it’s true, Montgomery County friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the...
Aurelia E Weems, CPA’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, Woodlands pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...
How Woodlands Taxpayers Can Check Their Social Security Statement and Status
Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Montgomery County families and small business owners (as well as plenty outside of our area), I'm hearing from many who are deeply struggling ... and who also find...
Multilevel Marketing Tips for Woodlands First-Timers
Summer break. For Montgomery County school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring...
Aurelia Weems’s Case for Umbrella Insurance
So, this is the time of year when IRS notices start pouring into Woodlands mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water”...