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…
Read More
To Shred or Not to Shred… With tax season coming to an end, it’s a good time to organize your documents and properly dispose of any records you no longer…
The Internal Revenue Service failed to tell nearly half a million victims of identity theft last year their information was being used by others for employment purposes, according to a…
We hope 2018 is off to a tremendous start for your family and you! At the request of many clients, we’ve decided to establish two new services for the 2017…
Preparing for Year End As the end of the year approaches, it can be confusing to decide what information you need to get together and send to your accountant. We…
The contribution limits for various retirement plans such as 401(k) plans have changed for 2018. The amount you can save for these accounts has gone up. Other retirement accounts have…
In our last post, we told you how the Hurricane Irma may have affected your tax deadline. But has the storm’s devastation impacted the deadline for retirement plan funding? The…
Filing Deadline Relief for Parts of Florida Affected by Hurricane IRMA. The IRS just announced relief for victims of Hurricane Irma in parts of Florida and elsewhere will have until…
After the devastation of Hurricane Harvey and with Hurricane Irma threatening parts of the U.S. and Caribbean, the IRS reminds taxpayers that the agency is here to help. Individuals, businesses…
What is a Safe Harbor 401(k) Trying to Solve? Before you ask what a safe harbor 401(k) is, you should understand why someone would want one. Most 401(k) plans…
