Tax Update
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...
read moreAgili’s Secure Approach to Zoom Meetings
Written By: Amber Ott, Chief Compliance Officer There is no denying that the environment we’re all living in these days is far different than the one we were living in just weeks ago. With a significant portion of the global population staying home, we are all being...
read moreCybersecurity Precautions
Written by: Cindy Joyce and Amber Ott It has been widely reported that during the ongoing coronavirus crisis, cybercriminals are poised to take advantage of the vulnerable. We all must be careful, particularly when it comes to our personal data. In this uncertain...
read moreKey Tax Provisions of the CARES Act
Written by: Elissa Wurf, PhD, CPA, EA Please see our Tax Update blog post written April 15, 2020 for the most up-to-date tax information. The following is a review of some of the key tax provisions of the recently enacted Coronavirus Aid, Relief and Economic Security...
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 Please see our Tax Update blog post written April 15, 2020 for the most up-to-date tax information. 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...
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