Blog | Baton Rouge, LA | Houma, LA | The Woodlands, TX | PPL


Series 1: Reconstructing Records, Disaster Relief Applicability & Current Address

June 1, 2022

Reconstructing records after a disaster may be essential for tax purposes, getting federal assistance or insurance reimbursement. After a disaster, taxpayers might need certain records to prove their loss. The more accurately the loss is estimated, the more loan and grant money there may be available. For taxpayers who have lost some or all ofRead more…

Looking For a Longer-Term Savings Plan?

April 6, 2022

Series I Bonds Could Be The Right Choice A savings or money market deposit account is best for quick cash, but I Bonds can fit into a longer-term savings plan. With interest rates on most savings accounts and certificates of deposit paying under 1%, the 7.12% composite rate on newly issued Series I savings bondsRead more…

Charitable Contribution Deduction for 2021

February 9, 2022

  The Internal Revenue Service has a special tax provision regarding charitable contributions that allows the maximum (up to $600) for married individuals filing joint returns. Individual tax filers, including married individuals filing separate returns can easily deduct up to $300 for cash contributions made to qualifying charities during 2021. Individuals who choose to takeRead more…

How Do I Setup My Authenticator

February 3, 2022

The security of your documents is our main priority. Using the multi-factor login authenticator is the most secure method to safely upload your important tax documents on the PPL website.

How to Upload Your Documents to the PPL Website?

February 1, 2022

A video guide on uploading your documents to the PPL Website’s secure client portal.  These step by step instructions will get you from login to uploading your documents. We hope you find this video useful and informative.

IRA Contribution Limits for 2022

For 2022, the annual contribution limit for SIMPLE IRAs is $14,000, up from $13,500 in 2021. Workers age 50 or older can make additional catch-up contributions of $3,000, for a total of $17,000. By comparison, workers younger than 50 can salt away as much as $20,500 in a traditional 401(k) for 2022, plus another $6,500 if they’reRead more…

Quick Tips to Prepare for Tax Season

October 28, 2021

  Can you believe that we are closing in on the end of another year? You know what that means — it’s time to start preparing your 2021 taxes. Get a head start by reviewing the following changes and updates you can expect to see this year. Retirement Plans One big thing to note isRead more…

Qualified Charitable Distributions

September 16, 2021

QCD 101: What Is It & How Can It Benefit Me?   A QCD, or qualified charitable distribution, is an option where these withdrawal funds can be used to make a nontaxable direct donation from your IRA to a qualifying charitable organization. With the ability to give up to $100,000 annually, a QCD can provide aRead more…

What is The Employee Retention Credit and How Am I Eligible?

July 26, 2021

The pandemic has been hard on everyone, but there is good news. As an employer, if you were able to retain employees during COVID-19, the employee retention credit of the American Rescue Plan has been extended.  The Employee Retention Credit (ERTC) is a refundable credit businesses can claim on qualified wages, including specific health insuranceRead more…

Let’s Talk About the Future of Your Organization

June 22, 2021

You’ve put your blood, sweat and tears into creating your company, and you don’t want anything to happen to it in the event you’re no longer around to oversee the day-to-day operations. That’s why it’s essential to take the proper steps to protect it. This is called succession planning. It’s the process of identifying criticalRead more…