Robyn D. Jefferson CPA PLLC

Robyn D. Jefferson CPA PLLC RDJ Advisors is a forward-thinking, tax and business advisory firm that collaborates with closely held businesses to help them exceed their financial goals.

๐ŸŒŸ Exciting News! ๐ŸŒŸI'm thrilled to be a panelist at the upcoming East End Means Business event at The Federal Reserve Ban...
09/05/2024

๐ŸŒŸ Exciting News! ๐ŸŒŸ

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!

๐Ÿ“… Date: September 10, 2024 ๐Ÿ•’ Time: 8:30 AM - 1:30 PM ๐Ÿ“ 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!

๐Ÿ“ข Event Recap: Family Town Hall Meeting on Estate Planning ๐Ÿ“ขThis past weekend, in partnership with RDJ Co and Halliburto...
07/25/2024

๐Ÿ“ข Event Recap: Family Town Hall Meeting on Estate Planning ๐Ÿ“ข

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! ๐ŸŽ‰

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. ๐ŸŒŸ 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. ๐Ÿ“ธ

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 sp...
07/16/2024

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.

๐Ÿ—“๏ธDate: July 20, 2024
โฐTime: 10AM - 12PM
๐Ÿ“Location: Jackson St. Coffee, 111 W. Jackson, El Campo, TX 77437

๐Ÿ”— here ๐Ÿ‘‰ 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 youโ€™re single or married, rich or poor, with kids or without, an estate plan is your ticket to a worry-free...
06/14/2024

No matter if youโ€™re single or married, rich or poor, with kids or without, an estate plan is your ticket to a worry-free future! ๐ŸŽŸ๏ธโœจ

1๏ธโƒฃ Single? ๐Ÿšถโ€โ™€๏ธ๐Ÿšถโ€โ™‚๏ธ Estate planning isnโ€™t just for couples! It ensures your assets go to the people or causes you care about.

2๏ธโƒฃ Rich or Poor? ๐Ÿ’ฐ๐Ÿ’ธ Wealth isnโ€™t the only measure of value. Sentimental items, family heirlooms, or even your digital assets - they all need a plan! ๐Ÿ–ผ๏ธ๐Ÿ“ฟ๐Ÿ“ฑ

3๏ธโƒฃ Married? ๐Ÿ‘ฉโ€โค๏ธโ€๐Ÿ‘จ๐Ÿ‘ฉโ€โค๏ธโ€๐Ÿ‘ฉ๐Ÿ‘จโ€โค๏ธโ€๐Ÿ‘จ Estate planning can help avoid disputes and ensure your spouse is taken care of. Itโ€™s the ultimate love letter! ๐Ÿ’Œ๐Ÿ’•

4๏ธโƒฃ Got Kids? ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘ฆ๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ An estate plan can secure their future, appoint guardians, and manage inheritances. Itโ€™s like a safety net for when they need it most! ๐ŸŽˆ๐Ÿ›ก๏ธ

So, letโ€™s get planning and secure our futures, because every story deserves a happy ending! ๐ŸŒŸ๐Ÿ”ฎ๐Ÿ“š



5๏ธโƒฃ Healthcare Directives ๐Ÿฅ๐Ÿ’‰ Donโ€™t forget about your health! A living will or healthcare proxy can dictate your wishes if youโ€™re unable to make decisions for yourself.

6๏ธโƒฃ Digital Legacy ๐Ÿ’ป๐Ÿ”’ In todayโ€™s digital age, donโ€™t overlook your online assets. Social media accounts, emails, and digital photos all form part of your digital legacy.

7๏ธโƒฃ Regular Updates ๐Ÿ”„๐Ÿ—“๏ธ 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, itโ€™s about peace of mind and leaving a legacy!

9๏ธโƒฃ Legacy Protection ๐Ÿฐ๐Ÿ” An estate plan is not just about wealth distribution, itโ€™s about legacy preservation. It allows you to pass on not just your assets, but your values, life lessons, and personal experiences. Itโ€™s a way to keep your memory alive and influence future generations.

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

Remember, your legacy is your footprint in the sands of time. Make sure itโ€™s preserved with a well-planned estate! ๐Ÿ‘ฃ๐ŸŒ

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,...
06/12/2024

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...

02/24/2021

IR-2021-43, February 22, 2021 โ€” Victims of this monthโ€™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.

11/20/2020

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.

10/10/2020

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 employeesโ€™ 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 la...
09/25/2020

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!!!

Address

770 S. Post Oak Lane , Suite 670
Houston, TX
77056

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Website

http://www.rdjco.com/

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