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.

How Much of Your PPP Loan is Forgiveable?

In this article we take a look at what we know (and some of what we don’t know) about how forgiveness will be calculated. If you received PPP funding and want to make sure your spending aligns with your strategy for forgiveness, give us a call!

April Client Bulletin

The IRS rolled out deadline extensions and new programs to help individuals and businesses navigate the COVID-19 pandemic. A recap of these announcements is included in this newsletter for your review.

March Client Bulletin

The tax filing deadline is right around the corner! As you’re busy gathering your tax documents or reviewing your tax return, included here is a caution concerning the security of IRS online applications and websites. 

February Client Bulletin

Get up to speed on the 2020 tax filing season, rules for retirement saving, a new W-4 and its effect on Human Resources and how to set up your business accounting system in February’s newsletter.

January Cleint Bulletin

Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year’s resolutions on track.

December Client Bulletin

As the year comes to a close, brush up on helpful topics in our December newsletter including, your yearly credit report, 3 major charity scams, cash flow as a part of your business plan and understanding independent contractors.

November Client Bulletin

2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that’ll help you save. Plus, consider how the 2020 Social Security changes will affect your plans.