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April 3, 2020

IRS Letters: Tax Scam or Something You Need to Address?

Your taxes contain an array of sensitive information, from financial data to your Social Security number or tax ID number. Because of this, there are many […]
March 27, 2020
IRA investments change

New Twist Added to the IRA-to-Charity Provision

Article Highlights Qualified Charitable Distributions (QCDs) Required Minimum Distribution Age Limit Repealed for Traditional IRA Contributions Coordination of QCDs and Deducted Traditional IRA Contributions Ever since […]
March 20, 2020

Congress Adds More Uses for College Savings Plans (Sec 529 Plans)

Article Highlights: Benefits of College Savings Plans Contributions Plan Modifications Tax Cuts & Jobs Act Appropriation Act of 2020 Prudence in Using the Funds Gift Tax […]
March 13, 2020
hiring tax credit

Congress Extends Employers’ Hiring Tax Credit for Another Year

Article Highlights: Potential Credit Eligible Employees Credit Determination Certification Process Other Issues On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, […]
March 4, 2020

Congress Removes IRA Contribution Age Restriction

Article Highlights: Appropriations Act of 2020 Age Limit Repeal Contribution Limits Compensation Higher Income Taxpayer Deduction Phase-Out Spousal IRA Contribution Timing On December 20, 2019, President […]
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