Robyn D. Jefferson CPA PLLC

🌟 Exciting News! 🌟

I'm thrilled to be a panelist at the upcoming East End Means Business event at The Federal Reserve Bank in Houston! Join us on September 10th from 8:30 AM to 1:30 PM for a morning packed with valuable insights for your small business.

We'll dive into topics like the bidding process, contracting opportunities, and how to use this knowledge to propel your business to new heights. Plus, enjoy a continental breakfast and lunch on us!

📅 Date: September 10, 2024 🕒 Time: 8:30 AM - 1:30 PM 📍 Location: 1801 Allen Parkway, Houston, TX 77019

Spaces are limited, so secure your expo table today! For registration and more information, visit eecoc.org or call 713.926.3305.

Can't wait to connect and grow together! See you there!

📢 Event Recap: Family Town Hall Meeting on Estate Planning 📢

This past weekend, in partnership with RDJ Co and Halliburton and Associates, we hosted a Family Town Hall Meeting at Jackson St Coffee in El Campo, Texas. We were thrilled by the fantastic turnout and the enthusiastic participation from everyone who attended! 🎉

Highlights from the Event:
- A comprehensive discussion on the basics of estate planning.
- Key insights into probate and affidavits of heirship.
- Important information on setting up medical power of attorney for your adult children.

We want to extend a special thank you to our wonderful guest speaker, Brittini of Halliburton and Associates , for her invaluable insights and engaging presentation. 🌟 Your expertise truly made the event enlightening and impactful for all our attendees.

Swipe through to see moments from the event, including our attentive guests and Brittini sharing her knowledge. 📸

Estate planning is essential for securing your legacy and ensuring your loved ones are protected. We're grateful for the opportunity to help our community understand these important aspects and take steps towards a more secure future.

Stay tuned for more events and workshops as we continue to empower you with the knowledge and tools to manage your finances and protect your legacy.

JUST A REMINDER ...

RDJ Advisors invites you to join us for a Family Townhall event on estate planning featuring guest speaker, Brittani H. Armstrong, JD of Halliburton and Associates . Come out and learn the basics of estate planning, including probate and affidavits of heirship, and why setting up medical power of attorney for your adult children is crucial.

🗓️Date: July 20, 2024
⏰Time: 10AM - 12PM
📍Location: Jackson St. Coffee, 111 W. Jackson, El Campo, TX 77437

🔗 here 👉 https://rdjco.eventbrite.com/

Admission is free and includes a lite breakfast and coffee. Secure your spot today and secure your legacy with us! Hosted by Robyn D. Jefferson CPA PLLC. Don't miss out on this valuable opportunity to learn from experts in the field. See you there!

No matter if you’re single or married, rich or poor, with kids or without, an estate plan is your ticket to a worry-free future! 🎟️✨

1️⃣ Single? 🚶‍♀️🚶‍♂️ Estate planning isn’t just for couples! It ensures your assets go to the people or causes you care about.

2️⃣ Rich or Poor? 💰💸 Wealth isn’t the only measure of value. Sentimental items, family heirlooms, or even your digital assets - they all need a plan! 🖼️📿📱

3️⃣ Married? 👩‍❤️‍👨👩‍❤️‍👩👨‍❤️‍👨 Estate planning can help avoid disputes and ensure your spouse is taken care of. It’s the ultimate love letter! 💌💕

4️⃣ Got Kids? 👨‍👩‍👧‍👦👨‍👨‍👧‍👦👩‍👩‍👧‍👦 An estate plan can secure their future, appoint guardians, and manage inheritances. It’s like a safety net for when they need it most! 🎈🛡️

So, let’s get planning and secure our futures, because every story deserves a happy ending! 🌟🔮📚



5️⃣ Healthcare Directives 🏥💉 Don’t forget about your health! A living will or healthcare proxy can dictate your wishes if you’re unable to make decisions for yourself.

6️⃣ Digital Legacy 💻🔒 In today’s digital age, don’t overlook your online assets. Social media accounts, emails, and digital photos all form part of your digital legacy.

7️⃣ Regular Updates 🔄🗓️ Life changes, and so should your estate plan. Regularly review and update your plan to reflect new assets, relationships, or laws.

Remember, estate planning is not just about distributing assets, it’s about peace of mind and leaving a legacy!

9️⃣ Legacy Protection 🏰🔐 An estate plan is not just about wealth distribution, it’s about legacy preservation. It allows you to pass on not just your assets, but your values, life lessons, and personal experiences. It’s a way to keep your memory alive and influence future generations.

Whether it’s a family business, land that’s been part of your family for generations, or any other personal asset you’ve worked so hard for, an estate plan ensures your legacy is protected and continues to impact the world in the way you’ve always wanted.

Remember, your legacy is your footprint in the sands of time. Make sure it’s preserved with a well-planned estate! 👣🌍

Come and join me....
June 22nd, 2:30 p.m. - I'll be speaking on " The 3 types of capital and how to get your hands on it, in order to start or scale your small business"
July 15th - Stop by our sponsor booth for a chance to win a $500 business grant, access to our exclusive business incubator course, free 1:1 consult with YOURS TRULY, and many more freebies!
July 20th - Estate planning with Brittani Armstrong, JD - more info to come
September 22nd & 23rd - Topic TBA...

We're hiring a Senior Tax Associate. If interested in learning more or applying, follow the link below.

https://www.indeed.com/job/tax-senior-associate-modern-cpa-firm-43f0f586b2558c6b

We're hiring! To learn more about the position or apply, follow the link.

https://www.indeed.com/job/tax-intern-modern-cpa-firm-481a3ade670fffe6

Victims of Texas winter storms get deadline extensions and other tax relief | Internal Revenue Service IR-2021-43, February 22, 2021 — Victims of this month’s winter storms in Texas will have until June 15, 2021, to file various individual and business tax returns and make tax payments, the Internal Revenue Service announced today.

IRS doubles down on nondeductibility of PPP-funded expenses The IRS issued guidance for taxpayers who pay otherwise deductible expenses with PPP loan funds, stating that even if the payment and PPP loan forgiveness happen in different tax years, the expenses are not deductible.

PPP forgiveness simplified for loans of $50,000 or less PPP borrowers of $50,000 or less will have the opportunity to apply for forgiveness using a simplified application. Under the new process, these borrowers will be exempted from penalties for reduction of full-time employees or employees’ salary or wages.

If you haven't already, do your CPA a favor and get your documents sent in ASAP! Let them know that they can thank me later...after 10/15!!!