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...
read moreWhen Should I Choose a Roth IRA Over a Traditional IRA?
Written by: Sarah Caine, CFP® You’re working, and you have some extra money to invest. You’ve heard that IRAs offer a good way to save money tax-deferred. The problem is, there are two types of IRAs: Traditional and Roth. Which one is better? How do you choose which...
read moreTax 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...
read moreFive Opportunities Presented by the SECURE Act
Written by: Dan Honsberger, CFP® On December 20, 2019, the president signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. While the most widely publicized changes are to retirement planning, there are wide ranging impacts...
read moreMarket 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...
read moreWhen 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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