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 […]

Learn More

February 2021 Market Recap: Continuing Trends

By Clint Edgington
Posted on March 2nd, 2021

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive […]

Learn More

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 […]

Learn More

Tax Filing Information for Coronavirus Distributions

By Mark Fissel
Posted on March 1st, 2021

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants […]

Learn More

A Financial Wellness Plan Can Help Pave the Road to Retirement

By Mark Fissel
Posted on March 1st, 2021

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While […]

Learn More

January 2021 Market Recap: Predictability!

By Clint Edgington
Posted on February 2nd, 2021

Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for nothing major to […]

Learn More

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 […]

Learn More

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 […]

Learn More

Key Retirement and Tax Numbers for 2021

By Anne Zavaglia
Posted on February 2nd, 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

Learn More

COVID-19 and the Importance of Disability Income Insurance

By Mark Fissel
Posted on February 1st, 2021

The prospect of being unable to work due to an illness or injury may seem remote to many of us, particularly during our younger working […]

Learn More