Tag Archives: tax benefits

  • Planning for College

    WOW – August already!  Where has the summer gone?  I can’t believe that it is time for school and college to get cranked up again in a matter of weeks.   I personally have two going back to college this year.  They are both attending Baylor, as I did, and it is great to be able […]

  • Beneficiaries

    I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension.  Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to […]

  • Already 2016????

    Some Updates and Reminders for Closing 2015 and Beginning 2016 As we ring in the New Year and put last year to rest, I wanted to take some time to run down a list of tax and financial topics of interest.  These items are things of importance to consider as you prepare for 2016 which […]