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Employee Benefit Advisor – Fall 2020

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act signed on March 27, 2020, contained several provisions related to eligible retirement plans. Some of the provisions are options such as the distribution and loan provisions while others are mandatory, namely the waiver of 2020 required minimum distributions…

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Client Advisor – Fall 2020

We hope that you and your loved ones are safe as you deal with the current COVID-19 crisis. What an incredibly difficult year this has been! This most recent tax season was unlike any we’ve ever experienced. We are reaching out today to discuss some opportunities that should be addressed sooner rather than later for 2020 tax planning…

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Employee Benefit Advisor – Winter 2020

An increasing number of people are taking advantage of opportunities to earn extra income with side jobs or “gigs”. Do you have a Side Gig? If so, this blog post details what you should know about paying taxes in the expanding gig economy.

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Client Advisor – Fall 2019

Mid Year Tax Planning Year-end Planning Moves for Individuals. Here are some strategies that may lower your individual income tax bill for 2019…

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Client Advisor – Summer 2019

Mid Year Tax Planning It’s hard to believe that about 18 months have passed since President Trump signed into law the Tax Cuts and Jobs Act (TCJA)—the largest major tax…

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Client Advisor – Spring 2018

Benefits of Qualified Small Business Corporations Enacted on 12/22/17, the Tax Cuts and Jobs Act (TCJA) established a flat 21% federal income tax rate for C corporations, including Qualified Small…..