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 […]

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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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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. […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

By Anne Zavaglia
Posted on December 1st, 2020

Small businesses that received a Paycheck Protection Program (PPP) Loan are able to have their loan forgiven if the loan proceeds were used for certain […]

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After Biden Win, How Should You Plan With Taxes In Mind?

By Anne Zavaglia
Posted on October 31st, 2020

Although President-elect Joe Biden has not yet officially been sworn into office, it’s not too early to start thinking about changes ahead. Joe Biden’s Tax […]

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Are You Donating to Charity this Year?

By Anne Zavaglia
Posted on September 30th, 2020

Tax payers that itemize deductions on their federal income tax return can generally deduct gifts to qualified charities. The 2017 tax reform significantly increased the […]

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2019 Tax filing deadline is July 15

By Anne Zavaglia
Posted on July 1st, 2020

The Covid extended tax filing date is coming up on July 15.  Good news for those that are expecting a tax refund this year and […]

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Tapping Retirement Savings During a Financial Crisis

By Mark Fissel
Posted on July 1st, 2020

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]

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Mid-Year Is a Good Time to Fine-Tune Your Finances

By Mark Fissel
Posted on May 29th, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]

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