Category Archives: Recommended Readings

Big Changes Ahead for 2017 W-2 and 1099 Form Due Dates

If you pay employees and/or independent contractors in your business; or, your company has in-house employees, you are already aware of the filing requirements to report the wages and payments made to that taxpayer.   You should be aware of the … Read More

Heads UP! Big Changes Ahead for 2017 W-2 and 1099 Form Due Dates

By Jennifer Youngblood | December 5, 2016 |

On July 31, 2015, President Obama signed into law the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, or “the bill.”  While its purpose was to provide short-term funding … Read More

New Partnership Rules

By Jennifer Youngblood | November 28, 2016 |

On Nov. 2, 2015, President Barack Obama signed into law the Bipartisan Budget Act of 2015 (BBA).  While the main purpose of this legislation was to re-allocate funds to ensure disability recipients … Read More

Trump Presidency Signals Tax Changes

“How wonderful it is to be an American.  We have known the best of times and the worst of times.”  Maya Angelou

Donald J. Trump has been elected the 45th President … Read More

Here’s some useful info from our sister company, Horizon Advisors…

Limited Time Offer For Estate Tax Savings

The IRS has released new regulations which substantially reduce or eliminate provisions which have made family limited partnerships such a popular estate planning strategy for

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The IRS has announced on its website that certain affected taxpayers have until November 2, 2015 to file most tax returns (including individual, estate, trust, partnership, C corporation, and S corporation income tax returns; estate, gift, and generation-skipping transfer tax … Read More

The tax benefits of hiring your kids

Maddox Thomson Cookies

Children are a blessing, but how quickly they grow up. From that sweet, tiny face that would run to meet you at the door, to the teen that might give you a quick hello before heading back into their room.  … Read More

Filing an extension: Better late than never

Tax extension

In 2014, more than 138 million taxpayers in the U.S. filed for an extension on their taxes. Why? Many Americans use these additional months to reflect on their finances, collect records, look at other options and seek advice. Late is … Read More

If I read it on the Internet it must be true?

Tax facts

Clarifying tax updates (and myths) from around the Internet grapevine.

We’re all in the business of information-wading. You may be a professional email speed-reader or Facebook news feed sifter. For us, it’s about battling wrong information aggregators and putting the … Read More

12 Tax Tips and a Happy New Year

While end-of-year finances and tax tips aren’t nearly as entertaining to review as Houston Chronicle’s recent EOY article Houston’s 50 Most Fascinating People of 2014, they’re still worth a peek to make sure your numbers ring in a Happy … Read More

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