Financial Tips
Financial Tips for Recent College Graduates
Members of the college graduating class of 2017 owed an average of close to $30,000 each in student loan debt. Imagine starting out adult life with that kind of debt…
Read MoreReal Estate Opportunities in 2021
Real estate has had a banner year as mortgage rates continue to be low, more people are looking to buy than those who are selling and home prices continue to…
Read MoreTax Provisions of the American Rescue Plan Act (ARPA)
(March 18, 2021) The American Rescue Plan Act of 2021 (ARPA), which Congress passed and President Biden signed into law on Thursday, March 11, grants relief to taxpayers and extends…
Read MoreImpact of COVID-19 on 2020 Taxes – Are You Ready?
By: Kimberly Zarett, CPA, MS, Principal COVID-19 has had a tremendous impact on businesses, our social interactions, and the economy. There have been several important legislative changes enacted this year,…
Read MoreTop 6 Year-End Tax Planning Tips
This has been a year of economic and tax uncertainty with the impact of the COVID-19 pandemic, potential stimulus bills, and the presidential election. As a result, tax planning may…
Read MoreRoth Conversion – Should You or Shouldn’t You?
Factors to Consider if Converting from a Traditional IRA to a Roth By: Kimberly Zarett, CPA, MS, Principal 2020 has certainly been a year unlike any other. In terms of…
Read MoreIt’s National Tax Security Awareness Week – Tips to Stay Safe
On this Cyber Monday, as the IRS celebrates the 5th annual National Tax Security Awareness week, here are a few basic steps everyone should remember during the holidays and as…
Read MoreHow to Teach Your Kids About Money
If your kids are going back to school, now is a great time to educate them about money. Baby boomers were taught to save for a rainy day. The younger…
Read More8 Things that Could Trigger a Business Audit
Whether you’re doing taxes for your own business or a client’s business, the small – but real – possibility exists for an audit. Understanding the chances of an audit and…
Read MoreTax Treats Included in the Further Consolidated Appropriations Act of 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.
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