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.

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

How Your Harris County Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Harris County business right now?I'd like to get just a few sentences about...

The New Stimulus Update and Tax Issues for Harris County Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Harris County 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...

How Harris County Small Businesses Should Handle A Crazy Customer

We're keeping our powder dry over here at Edward M. Gardner PC CPA, as it relates to the "American Rescue Plan'' proposed by Biden. There's plenty of talk about it ... but as of yet, nothing has passed.I prefer to live in the world of what *is* -- instead of...

My Harris County Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Harris County business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere"...

EIDL Updates For Harris County Business Owners

With all the floods, fires, hurricanes, and other events that happened in 2019, it turned out to have been a very expensive year for natural disasters.Then...2020 rolled in and said, “Wait until you see what I’ve got!”For decades, a little-known federal loan program...

PPP Forgiveness Reminders For Harris County Businesses

Doing business in the summer of 2020 sure ain't easy.I have Harris County clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

Passing Down Your Harris County Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for Harris County small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

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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