by Molly Leonard | Dec 2, 2022 | Business Accounting, Business Tax, Client Documents, Tax Planning
7 Year-End Bookkeeping Do’s and Don’ts for 2022 As 2022 comes to a close, our Lifetime Tax Advisors want to ensure you are prepared for year-end bookkeeping procedures that will affect your 2022 tax return(s). People often concentrate on the profit and...
by Molly Leonard | Sep 15, 2022 | Client Documents, Individual Tax, Tax Planning
Maintaining Your Tax Records: 4 FAQs Answered As advisors, we receive frequent questions from our clients regarding the ins and outs of tax record retention. From what to keep to how long it’s recommended to keep certain tax records, it’s a hot topic...
by Molly Leonard | Jul 12, 2021 | Real Estate Tax
Your Vacation Rental Tax Guide: 4 Important Tax Facts There are plenty of perks to owning your own home away from home – it’s the perfect getaway, and can turn a tidy profit as a rental property! But what if we told you that we could help you get even more...
by Molly Leonard | May 27, 2021 | Tax Planning
Texas Taxes: The 4 Biggest Facts You Need to Know Here in The Lonestar State, our taxes are as friendly as our people! That being said, there are some pretty important things you should know about Texas Taxes that can help you keep more of your hard-earned money. To...
by Molly Leonard | May 7, 2021 | Tax Planning
4 Smart Tax Tips for Newlyweds Tying the knot is one of the most important life events anyone can experience. You’re not only combining families, but you are also combining finances. Although we cannot necessarily hold your hand through learning to get along...
by Molly Leonard | Apr 20, 2021 | Family Office, Tax Planning
Estate Planning and Taxes: 4 Popular Questions Estate planning and taxes – two inevitable facts of life that most of us are often reluctant to face. While taxes are a necessary part of your whole adult life, laying out the plans for your estate isn’t...
by Molly Leonard | Apr 8, 2021 | Real Estate Tax, Tax Planning
4 Best Real Estate Tax Hacks for Residential Investors When it comes to residential real estate, the most successful investors carry the best real estate tax hacks in their back pockets! From tracking your expenses to learning the most valuable loopholes, the right...
by Molly Leonard | Apr 1, 2021 | Tax Planning
6 Common Ways Children Impact Your Taxes Spring is in the air, and the smell of new beginnings is palpable! It’s also a busy time for businesses across all industries, with the arrival of tax season. Most business owners know that effective bookkeeping is often...
by Molly Leonard | Mar 25, 2021 | Business Accounting, Business Tax, Tax Planning
Business Tax Tips: 4 Ways to Spring Clean Your Bookkeeping Spring is in the air, and the smell of new beginnings is palpable! It’s also a busy time for businesses across all industries, with the arrival of tax season. Most business owners know that effective...
by Molly Leonard | Mar 10, 2021 | Tax Planning
Retirement Tax Facts: 6 Reasons to Settle Down in Texas There’s a lot to love about living in The Lone Star State. From our BBQ and blue bonnets to our Texas-sized hearts, it’s becoming a popular place for retirees to settle down! That said, folks...
