2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another surge. With the end of year in sight, there’s a window of opportunity in the fourth quarter to make strategic tax planning moves that … Continue reading
Category Archives: Financial Planning
15 November 2021
Year-End Tax Planning for Businesses
8 November 2021
Year-End Tax Planning for Individuals
As we near the end of another turbulent year, it’s time to discuss the steps you need to take to reduce your tax burden for 2021 (and beyond). Unlike other years, 2021 presents many unique moving parts to the tax … Continue reading
In another round of extensions, the IRS recently pushed back the deadline for contributing to individual retirement accounts (IRAs) to May 17—the same day as the income tax deadline. This means that you now have an additional month to build … Continue reading
16 March 2021
What’s in the New Stimulus Package?
The third stimulus package valued at $1.9 trillion made its debut after President Biden signed the relief into law on Thursday, March 11, 2021. The American Rescue Plan brings a new wave of stimulus payments, tax credits, and legislative extensions … Continue reading
The COVID Relief stimulus package signed at the end of 2020 brings good news to businesses looking for additional financial support as they continue to experience interruptions by the pandemic. Recent legislative changes now expand the eligibility for the employee … Continue reading
11 January 2021
Update on COVID-19 Relief Packages for Small Businesses
As businesses and taxpayers are still reeling from the effects of the pandemic into the new year, additional relief programs and assistance are being offered at both the state and federal level. You’ll have to be quick because there’s a … Continue reading
5 January 2021
Key Adjustments for 2021 – What You Need to Know
As we head into a new year, the IRS has set 2021 inflation adjustments for over 60 tax provisions. Here’s a snapshot of the most important changes, including the tax rate and schedules, income limits for IRA contributions, and more. … Continue reading
11 November 2020
Year-End Tax Planning for Businesses
With a new president taking office, an ongoing pandemic, and unprecedented tax law changes over the past few years, this could be the most important tax planning year yet. This article will review 2020 legislative tax changes affecting businesses and … Continue reading
2 November 2020
Bookkeeping Tasks to Prepare for Year-End Close
With the end of the year quickly approaching, have you taken the necessary steps in order to close out the year? This article will highlight some points to remember as you prepare for year-end. By taking the time to consider what needs to be … Continue reading
26 October 2020
Year-End Tax Planning for Individuals
We recognize the impact this unimaginable year has had on all of us. There have been immeasurable shifts in our society, but our unwavering commitment to help guide you with our resources and expertise remains steadfast. Here are some planning … Continue reading
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