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Those Who Passed Still Need a Return Filed

Unfortunately, as time marches on, some of our closest friends and family have passed away for a multitude of reasons.  If you are the executor of the estate of someone who has passed away in the past year, sadly, the … Continue reading

 

Charitable Giving

Many know that you can get an income tax deduction for a gift to a charity (if you itemize your deductions), but there is a lot more to charitable giving. For example, you may be able to give appreciated … Continue reading

 

Biden Eye’s New Wealth Tax

As President Joe Biden unveiled the White House’s new budget last week, a lot of ideas that previously did not make it out of Congress, and revises a widely unpopular wealth tax.  Now called the “Billionaire minimum income tax,”Continue reading

 

IRS Adds Weekend Hours to Taxpayers Assistance Centers

With filing day right around the corner, the IRS has decided to add weekend hours to many of their Taxpayer Assistance Centers. The hours will be from 9 AM to 4 PM on Saturdays with no appointments necessary. This is … Continue reading

 

Charitable Giving – Itemizers You Should Know About

 

Many know that you can get an income tax deduction for a gift to a charity (if you itemize your deductions), but there is a lot more to charitable giving. For example, you may be able to give … Continue reading

 

Biden Eye’s New Wealth Tax

 

As President Joe Biden unveiled the White House’s new budget last week, a lot of ideas that previously did not make it out of Congress were revived, and a widely unpopular wealth tax was revised.  Now called the “… Continue reading

 

Those Who Passed Still Need a Return Filed

 

Unfortunately, as time marches on, some of our closest friends and family have passed away for a multitude of reasons.  If you are the executor of the estate of someone who has passed away in the past year, sadly, … Continue reading

 

Tax Benefits for Retirement Savings Expanded

 

The House of Representatives has just passed legislation increasing the tax benefits on retirement accounts for Americans. The Securing a Strong Retirement Act (or Secure Act 2.0) builds upon the first Secure Act, which was approved unanimously in a … Continue reading