Author Archives: Admin

August Newsletter

Get a head start on your tax planning by reading about four new laws to help you in 2020.  Also included in this edition are mistakes to avoid when refinancing your mortgage. Also, High School students! Here’s how you can make … Continue reading

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July Newsletter

Remember, July 15 is now the tax filing due date because of the pandemic! It also means you may have a tax payment due on or before July 15. And if you have not yet received your federal stimulus check, … Continue reading

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June Newsletter

This month’s newsletter details several reasons why you should look for other sources of cash instead of tapping into your retirement funds, along with identifying potential tax surprises if you are using any of the pandemic-related relief programs, including unemployment … Continue reading

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May Newsletter

COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for 2020 as we all navigate the coronavirus pandemic. Also in this edition are ways to track your stimulus payment and tips … Continue reading

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Economic Impact Payments

The Treasury Department and the Internal Revenue Service today announced that distribution of economic impact payments will begin in the next three weeks and will be distributed automatically, with no action required for most people. However, some taxpayers who typically do not file returns will need to submit a simple tax return to receive the economic impact payment. Continue reading

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April Newsletter

The IRS rolled out deadline extensions and new programs to help individuals and businesses navigate the COVID-19 pandemic. A recap of these announcements is included here for your review. Also in this month’s edition is an interesting tax quiz to … Continue reading

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March Newsletter

The tax filing deadline is right around the corner! As you’re busy gathering your tax documents or reviewing your tax return, included here is a caution concerning the security of IRS online applications and websites.  If you’re an independent contractor, … Continue reading

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February Newsletter

The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed. Deep in … Continue reading

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January Newsletter

Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA! You can also try … Continue reading

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December Newsletter

It’s almost New Year! Have you done your yearly credit report checkup yet? While you’re at it, protect yourself from charity scams this season by reviewing some big red flags, and learn how to prioritize cash flow in your business.  … Continue reading

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