9 Key Questions for Your 2017 Taxes by Andre + Associates, PC

2017 taxes

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and questions about the Equifax information I shared, and I should clarify that while I’m … Read More

Keith Andre9 Key Questions for Your 2017 Taxes by Andre + Associates, PC

Should You Set Up A Trust? 5 Questions For North Central Texas Families

set up a trust

We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down from the sky. Words cannot describe. Our hearts are with you, … Read More

Keith AndreShould You Set Up A Trust? 5 Questions For North Central Texas Families

Tax Planning Strategies For North Central Texas Individuals and Families

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that’s exactly what we do with our North Central Texas clients — at least with those who are smart enough to take us up on it — we PLAN for the upcoming tax season so there are no … Read More

Keith AndreTax Planning Strategies For North Central Texas Individuals and Families

Andre + Associates, PC ‘s 2017 Tax Planning Guide

2017 tax planning

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact, there have even been Halloween decorations popping … Read More

Keith AndreAndre + Associates, PC ‘s 2017 Tax Planning Guide

Hurricanes, Tax Deadlines in North Central Texas and Data Breaches

Data Breach

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm that is the 7th-worst such storm ever to hit the mainland … Read More

Keith AndreHurricanes, Tax Deadlines in North Central Texas and Data Breaches

Should North Central Texas Parents Sacrifice Their Retirement for Their Children’s College Debt?

College Debt

As Houston continues to recover from the devastation of Harvey, if you’ve been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards Houston, here is another short roundup of humans doing wonderful things: An armada of private boats headed … Read More

Keith AndreShould North Central Texas Parents Sacrifice Their Retirement for Their Children’s College Debt?

Preparing a Disaster Plan In North Central Texas

disaster plan

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many lives, businesses, and families have been radically altered. How have … Read More

Keith AndrePreparing a Disaster Plan In North Central Texas

Summer Chaos, Total Eclipse and Andre + Associates’ Key Reminders

total eclipse

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we’ve been experiencing as a nation. Social media remains an extremely divided (and divisive) place right now and even the upcoming football … Read More

Keith AndreSummer Chaos, Total Eclipse and Andre + Associates’ Key Reminders

Building a Better Personal Network In North Central Texas

Personal Network

We work a great deal with asset sheets and financial numbers for our North Central Texas clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the North Central Texas families and people we serve. But what is becoming increasingly clear in this 2017, always-online, world … Read More

Keith AndreBuilding a Better Personal Network In North Central Texas

Why You Should Create A Tax Planning Strategy With A North Central Texas Professional’s Help

tax planning strategy

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that’s because the lesson from it is so instructive. And I’ll admit from the jump, that it’s self-serving to some extent. Because in the age of AI, point-and-click software and ROBOTS, it’s tempting to think … Read More

Keith AndreWhy You Should Create A Tax Planning Strategy With A North Central Texas Professional’s Help