By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
To prepare for tax filing season, there are several things you should take into consideration.
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing businesses and non-profits across the United States.
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing individuals across the United States.
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
While your chance of winning the lottery is extremely small, the challenges associated with managing a large influx of money are actually quite common.