2021 Child Tax Credit

By Anne Zavaglia
Posted on July 29th, 2021

The American Rescue Plan, signed into law by President Biden this past March, increases the child tax credit for 2021 for many taxpayers. Those with […]

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Should you take advantage of a Roth 401(k)?

By Anne Zavaglia
Posted on July 7th, 2021

If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of it. Unlike pre-tax deferrals, […]

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New Legislation to Increase Retirement Saving

By Anne Zavaglia
Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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Changes In Store for Estate & Gift Tax Planning

By Anne Zavaglia
Posted on May 3rd, 2021

By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]

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Tax Increases on the Horizon

By Anne Zavaglia
Posted on April 30th, 2021

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]

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Paycheck Protection Program Extended

By Anne Zavaglia
Posted on April 5th, 2021

The Paycheck Protection Program has been extended to June 30, 2021.  The American Rescue Plan provided an additional $7.25 billion in funding to the program.  […]

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The IRS Provides Guidance on the Employee Retention Credit

By Anne Zavaglia
Posted on March 2nd, 2021

The Internal Revenue Service (IRS) released new guidance this week for employers that are claiming the Employee Retention Credit for 2020. The guidance applies to […]

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Tax Filing Due Date Extended

By Anne Zavaglia
Posted on March 2nd, 2021

The IRS has extended the Federal Tax Filing deadline for individuals to May 17, 2021! State taxes are still due April 15, unless your state […]

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Tax Documents Calendar

By Anne Zavaglia
Posted on February 2nd, 2021

The following is a list of when various tax forms will be ready for 2020, listed in order of when they will be released. Clients […]

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Opportunity Zone Investment Deadline Extended

By Anne Zavaglia
Posted on February 2nd, 2021

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]

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