With the 2021 tax season right around the corner, now is the time to act on your tax planning strategies. Don’t forget any last-minute contributions or purchases that will benefit…
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If you’re looking for ways to maximize the tax benefits of charitable giving, donor-advised funds might be a great option. Donor-advised funds are accounts that are maintained and operated by…
The December 2020 COVID-19 stimulus bill has been signed into law by the President and includes many provisions designed to help individual taxpayers continue to weather the pandemic. Among other…
As tax and financial professionals, we encourage you not to wait until January to make your plans for 2021. There are many opportunities available for financial planning that can positively…
The 2020 tax season is going to sneak up on us. Several of the coronavirus relief laws that were passed on a federal level, including the CARES Act, created new…
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…
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…
Before you go burnin’ down the house for the tax write off, make sure you’re affairs are in order. At least that’s what one couple may discover after their charitable…
