Navigating Your 2020 Tax Plan

As we near the end of 2020, it is time to start thinking about what tax planning strategies should be put in place before year-end to minimize your tax burden. Check out our 2020 tax planning guide in our latest blog post.

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.

PPP Update – Focusing on Forgiveness

Now that the deadline to submit PPP loan applications is behind us, it’s time to focus on having these loans forgiven. The SBA and Treasury recently released an FAQ covering PPP forgiveness, so we want to quickly recap what we learned and talk about how it affects you and your PPP.

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.