Blog
Dominic Nguyen 2024 Recap & Being Thankful For You
As we’re closing out the most “wonderful” time of the year, I’m curious – has it been wonderful for you? Or have you been counting the days until...
But Really: Why Is Estate Planning Important for Houston Successors?
I sincerely hope, for your sake, you’re at least 75 percent of the way done with your Christmas shopping by now. For those of you who aren’t –...
2024 Year-End Tax Planning Checklist to Maximize Your Savings
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...
Multi-Generational Caretaking Tax Planning for Houston Families
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...
Tax-Smart Strategies for Giving Charitably Without Losing Money
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...
Top 5 Business Mistakes That Could Seriously Hurt Your Success
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...
Financial Documentation Strategies for Houston Taxpayers
Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Houston "financial fortress" is as airtight as it can...
4 Tips for Houston Taxpayers Owing the IRS
For many Houston individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying...
Houston Taxpayers, The Problem with an Unfiled Tax Return…
The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that...