Before I get into today’s discussion on how to reduce taxes in retirement, let’s talk about the combined excitement of the Super Bowl, the Olympics, and Valentine’s Day that has swept Houston area homes and businesses the past week. A surge of football parties, hours...
So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. And here it is:Things at the IRS are a maelstrom of hot mess. Some very serious voices are sounding the alarm of impending disaster at the agency … and no one really...
Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...
Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up our sleeves and getting to work on tax returns for some of our Woodlands clients.With all the backlog and changes at the IRS, getting ahead of the tax storm is going to...
Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Woodlands client family, but I...
To be fair, the new $600 reporting requirement for digital payment apps isn’t a Venmo thing … it’s an IRS thing.(Personally, I’m still amazed by how people share their transactions so publicly on these kinds of platforms. But that’s a...
