Tax Treats Included in the Further Consolidated Appropriations Act of 2020

January 14, 2020

The Taxpayer Certainty and Disaster Tax Relief Act of 2019 extends over thirty Code provisions, generally through 2020. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, was signed the same day and contains many provisions intended to strengthen retirement security.

Wawa Data Breach – Are You Impacted?

January 9, 2020

Wawa is a fixture here in the Delaware Valley. A data breach was discovered on December 10th. Click here to read letter from Wawa CEO to customers. Here are a couple of items to note: The malware was present in their network since last March but no one knew until December.  Malware is usually installed…

Happy New Year!

January 6, 2020

Throughout the year we do a lot of counting… including this holiday season when we count our blessings. Wishing you a Happy, Healthy, and Prosperous New Year!

Day 12 – Practicing Gratitude

December 23, 2019

It may be hard to believe, but the end of the year is upon us. During this time, many of us reflect on the year and tally up the good and the bad, the pros and the cons of the past 12 months. Click HERE to read more.

Day 11 – Tax Time Simplified

December 22, 2019

Do you bank online using your PC, smartphone or tablet? How would you like to manage your tax documents in the same manner? TaxCaddy is a secure file submission platform offered by Cover & Rossiter to our clients. TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve…

Day 10 – Before you get rid of that old PC, Smartphone or Tablet

December 21, 2019

Getting someone a new computer, tablet, or smartphone for Christmas? Aside from the fun of receiving a new device, you’ve got two main considerations to think about when it comes to disposing of your outdated gadgets carefully: security, and the impact on the environment. You don’t want your personal and private data accessible after the…

Day 9 – Setting and Remembering Passwords

December 20, 2019

Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30% having “too many to count”. When asked if they reuse passwords for different accounts, only 11% of consumers said they used the same password across…

Day 8 – Give the Gift of Education

December 19, 2019

Saving for your child’s college education can be a daunting task, given how quickly and how high education costs have climbed. Fortunately, a 529 plan is a flexible, tax-advantaged way to help accumulate the funds you need for higher education. Not only do 529 plans provide federal tax-free growth and tax-free withdrawals for qualified expenses,…

Day 7 – Understand financial obligations quickly with our financial calculators

December 18, 2019

We have 100 financial calculators available on our website that can help you work on any financial project. From auto loans to mortgages to cash flow, get the information you need easily and quickly, 24/7. Click HERE to access.

Day 6 – Max Out Your Retirement Plan Contribution

December 17, 2019

Who would you rather pay, yourself or the government? We’re willing to gamble that you chose yourself. If you did, then one of the easiest moves you can make is to increase your retirement savings via a deductible contribution.  If you are part of an employer plan (i.e. 401k, 403b, etc.), you should consider increasing…

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