As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Woodlands clients. Because something that is a commonality among...

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Woodlands clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year for the...

There's a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area. And, of course, there's talk about tax...

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and...

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down...

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Woodlands clients -- at least with those who are smart enough to take us up on it -- we PLAN for the...