$1.2 Trillion Bipartisan Infrastructure Plan

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Posted on August 3rd, 2021

Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]

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Small Business Tax Fairness Act

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Posted on July 30th, 2021

The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]

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2021 Child Tax Credit

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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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Changes In Store for Estate & Gift Tax Planning

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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

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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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Is Your Home Office Also a Tax Shelter?

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Posted on April 5th, 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office […]

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The IRS Provides Guidance on the Employee Retention Credit

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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

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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 Filing Information for Coronavirus Distributions

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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 […]

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Tax Documents Calendar

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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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