January Client Bulletin

The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook.

December Client Bulletin

Working from a home office has become a reality for many of us this year. But what, exactly, are the rules to be able to deduct your home office expenses on your tax return? Read about some ideas to help you qualify for the deduction.

November Client Bulletin

With all the talk during the pandemic about saving money, it is possible to go too far. Included in our November newsletter are some ideas to make sure this does not happen to you.

October Client Bulletin

In October’s newsletter, find out how a tax trap could be lurking in your paycheck. Also read about your options for what to do with your 401(k) when switching jobs.

September Client Bulletin

As summer is winding down, the IRS wants you to be aware of common scams being encountered during the pandemic. This and more in our September newsletter.

August Client Bulletin

Get a head start on your tax planning by reading about four new laws to help you in 2020. Also find out whether your business should incorporate and what you can do to increase the chances that your PPP loan is forgiven.

July Client Bulletin

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, this month’s newsletter tells you what you should do.

June Client Bulletin

This month’s newsletter details 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.

May Client Bulletin

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.