Mar 26, 2020 | Tax, Uncategorized
Tax Deadline Moves to July 15 April 1, 2020 The April 15 federal income tax filing due date has been moved to July 15, the U.S. Treasury Department and IRS recently announced. Here is what you need to know: The due dates for all tax payments normally due April...
Mar 25, 2020 | Uncategorized
Client Service Changes in Response to COVID-19 During this evolving health situation, the safety and well-being of our team members, clients, and families is our main priority. We greatly care about our community and want to do our part to keep our employees...
Mar 25, 2020 | Estate Planning, Uncategorized
An HSA Can be a Healthy Supplement to Your Savings Regimen and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for retirement more important than ever before. A Health Savings Account (HSA) can be a powerful...
Mar 23, 2020 | Savings, Uncategorized
Should I tap into My Retirement Fund? March 23, 2020 Often if you are in dire need for money the most tempting area to look is your IRA, 401(k), and other qualified retirement accounts. These funds, set aside for your retirement, may seem to be the answer to...
Mar 23, 2020 | Savings, Uncategorized
Do I Really Need that Form 1095 This Year? March 27, 2020 Tax Form 1095 has been nothing but a headache since its introduction. This federally mandated form adds complexity, creates taxpayer confusion, and cost billions of dollars to produce. The purpose of...
Mar 20, 2020 | News, Tax, Uncategorized
Tax Relieft for COVID-19: Extension of Time to File New Mexico Taxes March 20, 2020 Due to the COVID-19 pandemic and statewide public health emergency, the New Mexico Taxation and Revenue Department has announced that New Mexico taxpayers qualify for an...
