Five Common Retirement Strategy Mistakes We’ve Seen in Sugar Land

Retirement Strategy

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Sugar Land clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at this tax reform bill, the more I see opportunities … Read More

Five Common Retirement Strategy Mistakes We’ve Seen in Sugar Land

Are DIY Taxes Truly Free For Sugar Land TaxPayers?

DIY Taxes

If you watched any football over the weekend, you probably saw this year’s version of the popular tax software maker* touting “free taxes” or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the underlying message also leaves a little to be desired. *Name of said software maker withheld … Read More

Are DIY Taxes Truly Free For Sugar Land TaxPayers?

Common Sense Taxpayer Information Security for Britz Financial Group Clients

Information Security

We’re gearing up for tax season around here, already beginning to help certain Sugar Land clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have been doing so, we have heard some things I wanted to tell you about … You … Read More

Common Sense Taxpayer Information Security for Britz Financial Group Clients

Pam Britz’s 2018 Tax Preparation Checklist

tax preparation checklist

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And while the government last week … Read More

Pam Britz’s 2018 Tax Preparation Checklist

4 Goals To Jumpstart Your Financial Freedom In Sugar Land In 2018

financial freedom

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end … Read More

4 Goals To Jumpstart Your Financial Freedom In Sugar Land In 2018

4 Key Year-End Tax Strategies With Tax Reform In Mind For Sugar Land Taxpayers

tax strategies

We’re in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however … well, let’s just say that we don’t often get a “normal” holiday season, and this year is even more intense as we process all … Read More

4 Key Year-End Tax Strategies With Tax Reform In Mind For Sugar Land Taxpayers

2018 Tax Reform Update And A Holiday Prayer from Pam

holiday prayer

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should point out to you, since I mentioned it last … Read More

2018 Tax Reform Update And A Holiday Prayer from Pam

Conventional Financial Advice May Not Always Be Best by Pam Britz

financial advice

Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it is correct by my reckoning. … Read More

Conventional Financial Advice May Not Always Be Best by Pam Britz

Britz’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

give charitably

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to come for 2018. I’ll do … Read More

Britz’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

Get Lower Taxes: 4 Last-Minute Tax Moves For Sugar Land Taxpayers

lower taxes

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well … perhaps that’s an exaggeration. Most of us don’t take our cues from DC! Either way, this season marking the end of 2017 will be particularly bright — but I will … Read More

Get Lower Taxes: 4 Last-Minute Tax Moves For Sugar Land Taxpayers