Tax Planning

Tax Planning

This past month, around mid-July, millions of Americans received a tax credit deposit to their bank accounts. This was a surprise for...

Tax Planning

While the three stimulus programs amount to over $4.5 trillion were mostly funded by government debt, the recently introduced $2.25...

Consumer Tax Awareness

The IRS has issued an alert regarding scam phone calls directly to taxpayers nationwide. The calls may be in person or via ‘robocalls’....

Tax Planning

With over 160 million stimulus payments sent with the first round of pandemic relief efforts, many in receipt of the payments are asking...

Municipalities Update

States and local government entities are struggling with a dramatic and rapid drop in tax revenues following business closures and...

The Secure Act Details

Retirement plan legislation passed by Congress effective 2020 includes changes affecting millions of American retirees. The Setting Every...

Tax Planning

The Tax Cuts & Jobs Act passed in 2017, brought about various tax changes that affected most individual tax payers. Following are various...

Estate Planning

The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather...

Fiscal Policy

Disparity of income has been a preponderate subject for politicians and activist groups for sometime, yet in the end, it’s those that...

Tax Planning

The alteration in the standard deduction and how taxpayers have been accustomed to using it may be the single most important factor for...

Timely Year End Tax Actions

With the Tax Cut & Jobs Act heading for signature by the President, there are a handful of valuable tax provisions that some individuals...