Tax Deadline Approaching

Tax Deadline Approaching

by Gregory Litts on Mar 25, 2015

With tax reform proposals from the White House and the new Congress likely to spark debate, any potential tax code changes will face scrutiny. Today, tax-efficient planning strategies take on heightened importance. Several new tax provisions could create headaches for taxpayers preparing their 2014 returns.

Whether you self file your taxes or work with a CPA, we have provided a comprehensive, easy to read tax guide to help you this year. This guide focuses on investment strategies to assist in your decision making.


Click here for your free copy of the guide.


The deadline to contribute to your IRA is April 15, 2015.
Making an IRA contribution each year can help you invest for your future and offer possible tax advantages. Any investment earnings have the potential to grow tax-deferred until you make a withdrawal in retirement.

If you had earned income in 2014 and you are under the age of 50, you are eligible to contribute a max of $5,500 for 2014. If you were 50 or older in 2014, you may be eligible to make an additional "catch-up" contribution of $1,000 for a max of $6,500.

Please call (713-568-9780) or email Thomas with any planning questions or for assistance with opening and funding a Traditional IRA, Roth IRA, SIMPLE IRA, KEOGH or SEP-IRA.