Feb 4, 2020 | Uncategorized
New Option to Reduce Student Loan Debt February 28, 2020 Deep inside legislation passed in late 2019, is a provision that broadens the acceptable use of 529 college savings plan funds. Background 529 savings plans are available to set aside after-tax...
Feb 4, 2020 | Tax, Uncategorized
Where’s My Tax Return? Common Items that are Often Forgotten February 25, 2020 Wondering why your tax return is not finished? Often the delay can come from one or two items that were overlooked and are needed to complete your tax return. Here are some of...
Feb 4, 2020 | Tax, Uncategorized
Get Organized: Tax Documents You Need to File Taxes February 11, 2020 It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many...
Feb 4, 2020 | Business, Uncategorized
Setting Up Your Business Accounting System February 17, 2020 You’ve done the hard work. You have a new business idea or you’ve found an existing business to purchase. Want to help ensure your business success? Pay attention to correctly setting up...
Feb 3, 2020 | Estate Planning, Uncategorized
Inheriting Property? Be Aware of the Basis Consistency Rules February 4, 2020 If you’re in line to inherit property from a parent or other loved one, it’s critical to understand the basis consistency rules. Current tax law, passed in 2015, provides that the...
Jan 30, 2020 | Tax, Uncategorized
5 Common Questions About the New Form W-4 February 3, 2020 With the major Form W-4 overhaul for 2020, you may field questions from your employees. While it’s not your responsibility to provide tax advice to your employees, it’s good to be prepared to help...
