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.

Tax Update: 2019 End of Year Changes

Learn about what is included in the recent Consolidated Appropriations Act of 2020, including a year-end tax package which includes various tax provisions, extenders and retirement plan changes.

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.

Paying Bills in Bitcoin Can Trigger a Taxable Event

It is becoming more and more common for businesses to accept Bitcoin (“BTC”) as payment, with AT&T recently announcing that customers can now pay their bill using Bitcoin. Read our blog for details on the tax implications Bitcoin can have.

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.

October Client Bulletin

Learn about Form 1040 updates, the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay and more.

IRS Expands ID Protection Program

The IRS is expanding a pilot program that uses Identity Protection Personal Information Numbers (IP PINs) to provide an extra layer of security for taxpayers. Learn more about the program.

Sexual Harassment Prevention Training

The deadline to complete sexual harassment prevention training for NYS companies is rapidly approaching. Learn about what the training must include and which deadlines to be aware of.