by Cindy Joyce | Dec 2, 2021 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CFP, CPA Some financial advisory firms offer tax preparation services, but at Agili, we focus exclusively on tax planning. At Agili, when we make investments for clients that have atypical tax treatment, we like to review their tax...
by Cindy Joyce | Aug 31, 2021 | Taxes
Written by: Elissa Wurf, PhD, CPA, EA Taxpayers with children started receiving advance payments of half of their child tax credit on July 15th as a result of the American Rescue Plan signed into law back in March. These expanded child tax credit provisions are in...
by Cindy Joyce | Apr 14, 2021 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA On March 11, 2021, the American Rescue Plan Act of 2021 was signed into law by President Biden. We thought it would be helpful to summarize the Act for clients and friends of the firm. This overview focuses only on elements of...
by Cindy Joyce | Dec 22, 2020 | Financial Planning, Taxes
(This blog post, initially published on 12/18/2020, was last edited on 3/16/2021.) Written by Elissa Wurf, PhD, CPA, EA Did you know that taxpayers taking the standard deduction on their 2020 returns are able to take a new tax deduction of up to $300 per taxpayer for...
by Cindy Joyce | Jun 25, 2020 | Financial Planning, Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA The IRS has been issuing guidance this year in the form of notices, clarifying tax changes introduced in the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) that was passed by Congress in March. The latest IRS...
by Cindy Joyce | Apr 15, 2020 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA Please Note: As with the updates described below, changes are being rolled out by the IRS and the states sometimes even hourly basis. Therefore, what we say now about returning RMDs below, for example, is still subject to change...
