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...
by Cindy Joyce | Apr 3, 2020 | Retirement Planning, Taxes
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...
by Cindy Joyce | Mar 18, 2020 | Taxes
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...
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...
