What is the Employee Retention Credit and How to Get It?

By Anne Zavaglia
Posted 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 […]

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Updated Guidance for the Paycheck Protection Program

By Anne Zavaglia
Posted 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 […]

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Paid Leave and Tax Credits for Businesses

By Anne Zavaglia
Posted 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 […]

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CARES Act – Impact on IRAs and Retirement Plans

By Anne Zavaglia
Posted 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 […]

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Due Date Approaches for 2019 Federal Income Tax Returns

By Mark Fissel
Posted 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 […]

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Spring Cleaning Your Way to Better Finances

By Mark Fissel
Posted 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 […]

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Five Red Flags That Raise the Odds of an Audit

By Mark Fissel
Posted 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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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By Anne Zavaglia
Posted on January 30th, 2020

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]

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Tax Documents Calendar

By Mark Fissel
Posted on January 28th, 2020

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released […]

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Charitable Giving for Retirees

By Anne Zavaglia
Posted on December 3rd, 2019

Retirees age 70.5 and older must take required minimum distributions (RMDs) annually from their Traditional IRA accounts. The RMDs are counted as taxable income in […]

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