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Tax Planning & Taxes

I maxed out my 125 plans at work pre-COVID, what now?

I maxed out my 125 plans at work pre-COVID, what now?

When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the effect on funds set aside in 125 plans.

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Receiving Relief from COVID-19

Receiving Relief from COVID-19

As you are probably aware, most of the news posted in recent weeks has not been positive. However, we are here to bring some relief and positive news to you! This blog includes several solutions to the economic impact of COVID-19.

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Make tax season less stressful with help from a CPA

Make tax season less stressful with help from a CPA

For many people, filing their taxes and all that comes with that can be very stressful. While I think it’s safe to assume not too many people enjoy paying taxes, there are several things you can do to make the process less painful each year, including getting help from a CPA.

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IRAs and Charitable Giving – Why You Shouldn’t Wait!

IRAs and Charitable Giving – Why You Shouldn’t Wait!

People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required to take IRA distributions, read on.

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