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2019 Tax filing deadline is July 15
By Anne ZavagliaPosted 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 […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted 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 […]
Learn MoreMid-Year Is a Good Time to Fine-Tune Your Finances
By Mark FisselPosted 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 […]
Learn MoreWhat is the Employee Retention Credit and How to Get It?
By Anne ZavagliaPosted on May 29th, 2020
Businesses that had their operation partially or fully suspended due to government shutdown orders, or have had a 50% decline in gross receipts compared to […]
Learn MoreUpdated Guidance for the Paycheck Protection Program
By Anne ZavagliaPosted on May 1st, 2020
Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]
Learn MorePaid Leave and Tax Credits for Businesses
By Anne ZavagliaPosted on April 2nd, 2020
The Families First Coronavirus Response Act was signed into law by President Trump on March 18, 2020. The Act provides relief to employees, as well […]
Learn MoreCARES Act – Impact on IRAs and Retirement Plans
By Anne ZavagliaPosted on April 2nd, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This stimulus package is designed to […]
Learn MoreDue Date Approaches for 2019 Federal Income Tax Returns
By Mark FisselPosted on March 2nd, 2020
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]
Learn MoreSpring Cleaning Your Way to Better Finances
By Mark FisselPosted on February 27th, 2020
Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a […]
Learn MoreFive Red Flags That Raise the Odds of an Audit
By Mark FisselPosted on February 27th, 2020
The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.1 Taxpayers selected for […]
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