June 2020 Client Update Newsletter
This month’s newsletter details several reasons why you should look for other sources of cash instead of tapping into your [...]
Should I Pay My Tax Bill With a Credit Card?
The IRS has allowed tax payments with credit cards for the past few years. Is it a good payment method [...]
Using Losers to Make Winners
Effectively using your investment losses can make a big impact in your taxable income. Why? These losses could offset income [...]
Understanding the Home Gain Exclusion- When is a tax planning session essential?
The popular capital gain exclusion on home sales is a wonderful tax benefit for most of us. However, there are [...]
Review IRA Beneficiaries Now- Lost in the pandemic is a tax law change that may require your attention
The recent elimination of the stretch IRA function puts more importance on who you assign as the beneficiary of your [...]
May 2020 Client Update Newsletter
COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for [...]
Beware: COVID-19 Tax Scams are Here- Economic impact payments bring out thieves
The coronavirus pandemic is bringing out the best in most of us. Unfortunately, it is also bring out some of [...]
Tax Savvy Moves to Consider Now
Within the coronavirus pandemic are tax planning opportunities. Here are a few to consider. from Weekly Tax Tip https://ift.tt/2x9Z3zU via [...]
Get Your Money: Ensure You Receive a Stimulus Payment- Status and non-filer tools launched by IRS
If you need to register with the IRS to receive your Economic Impact Payment, or you want to see the [...]
Key Coronavirus Tax Changes- What every taxpayer should know
With the tax filing delay and stimulus payments getting the headlines, lost in this media noise are other changes that [...]