by Cindy Joyce | Mar 18, 2020 | Taxes
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...
by Cindy Joyce | Mar 4, 2020 | Financial Planning, Taxes
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...
by Cindy Joyce | Dec 3, 2019 | Financial Planning, Taxes
Written by: Marilee Falco, CFP®, ChFC The holidays are almost here and everyone is busy. Nonetheless, it is important to take some time to make sure your year-end tax items are complete. There is no extension for December 31st! The following items must be completed...
by Cindy Joyce | Nov 13, 2019 | Taxes
Written by: Elissa Wurf, PhD, CPA, EA Today I made my weekly trip to the grocery store. When I returned home and put my groceries away, I noticed that my receipt came with a warning: the broccoli florets I purchased had a recall for Listeria contamination, and I was...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
by Cindy Joyce | Apr 11, 2019 | Retirement Planning, Taxes
Written by: Carrie Fellon CFP®, CRPS As tax filing season winds down, let’s take a look at a tax credit that can help you plan during the year ahead. Those just starting out in the workforce or those approaching retirement may want to take a closer look at the...
