The Why and How Behind Procrastination – Something for Sugar Land Friends to Consider

Stress. Anxiety. Unease. Worry. And a pinch of aggravation just to round it all out. No, I’m not talking about the upcoming May 17th federal tax deadline. Or am I? For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so pervasive that it’s the subject of internet memes, stand-up comedy routines, … Read More

The Why and How Behind Procrastination – Something for Sugar Land Friends to Consider

A Great Retirement Planning and Portfolio Tip for Our Sugar Land Friends

Can you believe it? Three weeks until the May 17th deadline! You’ll forgive me if visions of vacation and beaches are dancing through my daydreams. For many in Sugar Land, daydreams like these become more frequent while contemplating retirement (not just surviving the craziest tax season to date) … And whether your vision of retirement involves exotic beachfront locations, exploring … Read More

A Great Retirement Planning and Portfolio Tip for Our Sugar Land Friends

Helping Sugar Land Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes. In these updates, I obviously spend a lot of time talking about taxes. And these past 12 months, no matter how things have landed for those of you in or near Sugar Land … the other part of that axiom has been staring us in … Read More

Helping Sugar Land Residents Understand the Purpose of Life Insurance

Buying a House in Sugar Land During this Housing Shortage

Buying a house in Sugar Land right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing. I have some thoughts — and while this is admittedly not within my direct “wheelhouse” … I think it will help as we move through the spring and summer real estate seasons. But before I get there, a … Read More

Buying a House in Sugar Land During this Housing Shortage

Big Earned Income Tax Credit Changes for all Sugar Land Filers in 2021

I have to apologize to all of my Sugar Land clients for the sheer volume of tax-centric writing I’ve been doing the last few weeks and months. Normally, I like to write on other topics (in addition to the tax-related stuff) … but I cannot emphasize enough how massively and significantly the tax code has been impacted by all this … Read More

Big Earned Income Tax Credit Changes for all Sugar Land Filers in 2021

Key Healthcare Changes From ARPA For Sugar Land Taxpayers

Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made “Obamacare” (ACA) and the “Trump Tax Cuts” (TCJA) seem like junior league tweaks. We had not before seen a bill so massive and comprehensive in its changes to the tax code  … … Read More

Key Healthcare Changes From ARPA For Sugar Land Taxpayers

How COV-19 Affected Annual RMD for Sugar Land Retirees

With a third round of “stimmy” (as the kids say) hitting bank accounts for the past week, 90MM+ Americans (including some of us in Sugar Land) are once again flush with cash. It remains to be seen what this will do for the economy, but combined with what seems to be a slow-but-steady sense of “reopening” in places that have … Read More

How COV-19 Affected Annual RMD for Sugar Land Retirees

Third Stimulus Package Update For All Sugar Land Taxpayers

Despite what you might think, being a tax accountant is NEVER boring. We have all kinds of fun amusements that keep us going. We play little games like: “Guess The New Tax Law That Will Change Returns That Have Already Been Filed” — catchy title, I know, and we get to play it all the time. For instance, this new … Read More

Third Stimulus Package Update For All Sugar Land Taxpayers

The New Stimulus Update and Tax Issues for Sugar Land Filers

The “American Rescue Plan” has been finalized. And there are things about the new stimulus update our Sugar Land clients should know. While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how you proceed in the following days. As of this writing, Congress has agreed — … Read More

The New Stimulus Update and Tax Issues for Sugar Land Filers

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the “American Rescue Plan,” while it was just proposed legislation. Now that the House has passed it, there is more meat on those bones. I’ll run it all down for you once it’s been signed by the President, but the key provisions are what I indicated: An expansion of individual stimulus checks … Read More

Post-Stimulus Taxes for 2020