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Update My Estate Plan

Why Do I Need to Complete or Update My Estate Plan?

By Pittman Legal & Tax Advisors On November 18, 2022 · Add Comment
We have all experienced those moments where we think “I need to complete or update my estate plan.” But it may be that the last 2 ½ years have served as the strongest reminder. Do you remember the moment when you realized the world was shutting down?  Somewhere towards the end of March 2020, we [...]
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property fraud

How to Protect Yourself from Property Fraud

By Pittman Legal & Tax Advisors On November 18, 2022 · Add Comment
As attorneys, we often receive urgent phone calls that require immediate action. One recent call regarding property fraud did just that.  Our client owned vacant property that he had not visited for a while. When he stopped by the house, a “for sale” sign had been placed in the yard and a lockbox hung over [...]
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Message from Paul Pittman: Updates & Well-Wishes

By Paul Pittman On November 18, 2022 · Add Comment
Dear Friends, I am hopeful and prayerful that life finds all of you well and healthy. It has been some time since my last message, so I thought I would share an update on my family and Team Pittman. Our three sons have had a busy and fulfilling year so far. Nicholas and [...]
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Message from Paul Pittman: Less Is More

By Paul Pittman On February 9, 2022 · Add Comment
Happy New Year! Can you believe 2022 has arrived?  The older I get, the more shocked I am when a new year arrives at our doorstep. Where did the last one go? How could 365 days feel like a blink? With each passing year, my desire to pull up the flaps on time [...]
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Qualify for the Employee Retention Credit

Do You Qualify for the Employee Retention Credit?

By Pittman Legal & Tax Advisors On February 9, 2022 · Add Comment
In Congress’ ongoing attempt to help businesses recover from the pandemic’s economic impact, the 2020 Cares Act created the Employee Retention Credit (ERC). Through further legislation in 2021, Congress extended the ERC to include the third quarter of 2021 and the qualification standards were relaxed considerably. It is possible that your business could qualify for [...]
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2021 End of Year Tax Updates

2021 End of Year Tax Updates

By Pittman Legal & Tax Advisors On February 9, 2022 · Add Comment
As we continue to fight through the challenges related to COVID and life in general, it is our hope that we can reduce some of your stress as it relates to income taxes. As we all know, the tax laws are ever-changing and that has been especially true in 2020 and 2021. The following are [...]
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A Message from Paul Pittman: Checking In

By Paul Pittman On August 15, 2021 · Add Comment
It has been a while since I have written and shared some personal thoughts with you. I wanted to take this time to reach out, reconnect and check in with everyone. As you are well aware, the past eighteen months have been challenging. If we reflect on all the craziness, the magnitude of COVID [...]
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2021_Child_Tax_Credit

What You Need to Know About the 2021 Child Tax Credit

By Paul Pittman On August 15, 2021 · Add Comment
You may have noticed that the buzz around the new 2021 Child Tax Credit intensified these past two weeks as many parents saw $300 payments hit their checking accounts. As your tax advisors, it is our job to lay out the positives and the potential concerns these payments may present regarding your future tax liability.  [...]
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Meal_Expense

Change to the Business Meals Expense Deduction

By Paul Pittman On August 15, 2021 · Add Comment
In March of 2021, Congress enacted the American Rescue Plan that included many modifications to the preparation of 2021 business tax returns. The most significant aspect for businesses under IRS code section 274(n) is the change to the business meals expense deduction from 50% to 100%. There are conditions of course, which we outline below. [...]
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A Message from Paul Pittman: Silver Linings

By Paul Pittman On December 21, 2020 · Add Comment
What a year we have had! When, in recent history, have we shared a similar reality-shifting experience like this pandemic? Even though this time has been challenging, I feel we were given a unique opportunity to reflect and grow together over these last ten months of insecurity and worry. As many of you [...]
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    • Why Do I Need to Complete or Update My Estate Plan?
    • How to Protect Yourself from Property Fraud
    • Message from Paul Pittman: Updates & Well-Wishes
    • Message from Paul Pittman: Less Is More
    • Do You Qualify for the Employee Retention Credit?
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  • Why Do I Need to Complete or Update My Estate Plan?
    We have all experienced those moments where we think “I need to […]

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