For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Which Bills to Pay First in Your Harris County Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Harris County retailers are buckling in for what looks to be a rough shopping season, given current economic factors…...

A Checklist For Harris County Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for Harris County business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy ... we...

Can Harris County Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Harris County businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Struggling Harris County Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Harris County clients and friends what I think the markets will do, and the only thing I...

5 Cybersecurity Steps all Harris County Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a Harris County business owner these days.Chief among those new concerns, however, should be...

Keeping Your Harris County Business Focused During Distracting Times

Apparently there's some news happening around us in Harris County these days.I often use this space to share Houston-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all essential...

Edward Gardner’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Harris County. And I would argue it’s been doubly so for Harris County business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as...

How Harris County Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days?If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...

Our (Early) End of Year Checklist for Harris County Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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