October 1, 2016

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In this Month's Advisor:
Monthly Tax Tip
Know Your Rights
Statute of Liberty
HUD-1 - Is This Thing Important
Managing You Family's Wealth
Monthly Recipe

Around the Office:
This past month has been a busy one for the E&E team! Fall means lots of college football, including an interoffice gridiron rivalry. Hunter has been a very gracious sport after his Houston Cougars rolled over Matt and Elizabeth's Texas State Bobcats.

Hunter and his wife just purchased a new home – he’d be wise to check out our most recent blog on HUD-1 statements here.

Forward

Monthly Tax Tip:
If you filed an extension for your personal taxes, be sure to file on, or before, October 17th. October 15th falls on a Saturday this year, so you have a couple extra days.

Yes, You Do Have Rights with the IRS

The IRS has a reputation for being a bit stern, and popular culture has helped conjure an image of the IRS as a group of faceless, authoritarian auditors handing down ironclad judgements against powerless taxpayers. Would you be surprised to learn that not only is the IRS not as heartless as some would have you believe, but that you also aren’t powerless?
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Statute of Liberty

If you’re a fan of legal dramas and police procedurals - and who isn’t? – then you may have heard of the term “statute of limitations.” In the broadest sense, a statute of limitations is a law that sets the maximum amount of time after an event within which legal proceedings may be initiated. Did you know there are statutes of limitations on the IRS?
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HUD-1 Is This Thing Important?
Did you buy or refinance a home this year? If so, make sure to hang on to your HUD-1 Settlement statement for your 2016 taxes. If you itemize, you may be able to deduct certain fees on your 2016 tax return.
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Managing Your Family's Wealth

Managing your family’s wealth is by no means easy. According to Gallup, in 2015, 60% of Americans are “moderately” or “very” worried about not having enough money for retirement. In addition to retirement, managing family wealth effectively is critical for saving for your children’s education as well. To accomplish this, one needs to carefully create and stick to a family wealth management plan.
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Monthly Recipe
Fall is here and that means pumpkin recipes will abound. Here's a delicious recipe from sallysbakingaddiction.com for Pumpkin Chocolate Chip Pancakes! Pumpkin and chocolate chips on a cool Fall morning! Sounds like a perfect start to a great day.
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