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.

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.

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.