The COVID-19 public health crisis has taken its toll on businesses, individuals, retirees, and everyone in between. One of the efforts to help bring economic relief is a series of…
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As the COVID-19 pandemic continues to unfold, people are anxious about a double-whammy of illness and economic impacts. Our recent special economic update webinar gave us the opportunity to share…
This post was updated on May 13, 2020, to include information about the CARES Act financial aid provision for college students. The CARES (Coronavirus Aid, Relief, and Economic Security) Act…
Last year was a big year for changes to retirement planning as contribution limits increased significantly for almost all plans and ages. At the tail end of 2019, President Trump…
No one enjoys conversations addressing our own mortality. The reality is that avoiding the topic is one of the most damaging decisions that will continue to reverberate long after your…
When it comes to hurricane preparedness, you’ve probably seen all the lists of supplies to stock and ways to prepare your property in order to minimize damage. Most people don’t…
As the summer winds down, the IRS is gearing up for fall tax deadlines, year-end matters, and continued tax reform courtesy of the Tax Cuts and Jobs Act. But before…
Many people have similar tax situations from year to year, and so they become familiar with the rules and regulations that apply to their personal finances. However, changes in your…
The IRS’ audit rate on individual income tax returns was 0.59% last year, which represents the lowest rate in the past 17 years. Households in all tax brackets saw a…
If your 2018 tax return was a doozy, you may want to consider making some changes to your tax withholdings—after all, changes are in the air at the IRS. One…
