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Client Advisor – Summer 2021

The past year has been challenging to say the least. Hopefully the COVID-19 crisis, which affected all of us in some ways, is nearing the end. While it has been difficult to focus attention on much other than the health and safety of our loved ones, tax planning can’t take a back seat forever. In addition to normal midyear planning ideas, legislation enacted by…

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Client Advisor – Winter 2020

We hope that you and your loved ones are safe as you deal with the current COVID-19 crisis. It’s possible that additional COVID-19 related tax changes could continue to be implemented as the year wraps up and into January 2021. As always, we’re paying close attention to the everchanging tax environment to discover tax planning opportunities that could put more…

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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…

Newsletter Archive

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…

Newsletter Archive

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…

Newsletter Archive

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…