Category
Proposed Tax Legislation
By Anne ZavagliaPosted on September 29th, 2021
The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]
Learn More$3.5 Billion Budget Plan Gets House Approval
By Anne ZavagliaPosted on August 26th, 2021
The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]
Learn More$1.2 Trillion Bipartisan Infrastructure Plan
By Anne ZavagliaPosted 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 […]
Learn MoreSmall Business Tax Fairness Act
By Anne ZavagliaPosted 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 […]
Learn More2021 Child Tax Credit
By Anne ZavagliaPosted 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 […]
Learn MoreChanges In Store for Estate & Gift Tax Planning
By Anne ZavagliaPosted 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 […]
Learn MoreTax Increases on the Horizon
By Anne ZavagliaPosted 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 […]
Learn MoreIs Your Home Office Also a Tax Shelter?
By Mark FisselPosted 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 […]
Learn MoreThe IRS Provides Guidance on the Employee Retention Credit
By Anne ZavagliaPosted 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 MoreTax Filing Due Date Extended
By Anne ZavagliaPosted 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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