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2024 Year-End Tax Planning Checklist to Maximize Your Savings

2024 Year-End Tax Planning Checklist to Maximize Your Savings

by Dominic Nguyen, CPA | Dec 13, 2024 | Uncategorized

Santa’s set to make his annual visit in just a few short weeks. And if I’ve analyzed my sources correctly, I estimate he should be on his second check of the naughty-or-nice list right about now (I’m assuming you made it onto the latter, of course). I’m right there...
Multi-Generational Caretaking Tax Planning for Houston Families

Multi-Generational Caretaking Tax Planning for Houston Families

by Dominic Nguyen, CPA | Jun 17, 2021 | TaxPers

One of the trends of recent years has been a rise in multi-generational living. Whether it’s for economic or health reasons, when Mom and Dad or other, older members of the family move in, there are important things to keep in mind as it relates to maintaining...
Tax-Smart Strategies for Giving Charitably Without Losing Money

Tax-Smart Strategies for Giving Charitably Without Losing Money

by Dominic Nguyen, CPA | Jun 17, 2021 | TaxPers

It’s a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our Houston clients are under enormous pressure for one reason or...
Top 5 Business Mistakes That Could Seriously Hurt Your Success

Top 5 Business Mistakes That Could Seriously Hurt Your Success

by Dominic Nguyen, CPA | Jun 17, 2021 | TaxPers

There is a difference between income and wealth. Tax returns aren’t about wealth — they’re about “income”, and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not...
Financial Documentation Strategies for Houston Taxpayers

Financial Documentation Strategies for Houston Taxpayers

by Dominic Nguyen, CPA | Jun 17, 2021 | TaxPers

Ah, the wonders of financial documentation… Today’s topic has the benefit of ensuring your Houston “financial fortress” is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Houston Taxpayers...
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