Key Tax Provisions of the CARES Act

Written by: Elissa Wurf, PhD, CPA, EA The following is a review of some of the key tax provisions of the recently enacted Coronavirus Aid, Relief and Economic Security (CARES) Act. We invite you to contact any member of our Financial Planning Team if you have...

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Tax Update: IRS Delays Tax Payment Deadline for 90 Days

Written by: Elissa Wurf, PhD, CPA, EA This blog post was updated on March 30, 2020. On March 21, 2020, the IRS issued Notice 2020-18, extending the due date to file 2019 federal income tax returns as well as the due date to file Q1 2020 estimated tax payments on...

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Market Commentary for February 27, 2020

The Impact of the Coronavirus on the Markets In the 1970s sitcom, Sanford and Son, junk dealer Fred Sanford would commonly clutch his heart, look toward heaven and cry out to his late wife: “This is the big one! Elizabeth, I’m coming!” Well, this market correction...

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When is the Right Time for Estate Planning?

Written by: Carrie L. Fellon, CFP®, CRPS Think an 18-year-old doesn’t need an estate plan? Think again. Once a child turns 18, his or her parents can no longer make medical and financial decisions for them.* Most young adults would likely want their parents to be able...

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