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The COVID-19 pandemic has triggered a tidal wave of event cancellations, restricted activities and many extended deadlines. This includes an extension of certain April 15 income tax filing and payment deadlines. Following is a brief summary...
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• The sudden spike in stock market volatility has led many individual investors to look for ways to de-risk their investment portfolios. • A Roth IRA conversion is a powerful way to reduce the harm caused by a market correction. • Such a conversion will significantly boost retirement benefits if t
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Did you know that the IRS publishes an online calendar for tax filing deadlines?
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Many 1099s are due January 31st.
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The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) was passed by Congress and signed into law by President Trump on December 20, 2019. The SECURE Act takes effect on January 1, 2020, and will have far reaching impact for...
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Every investor will incur losses now and then. Tax loss harvesting is a strategy for maximizing the tax benefits associated with capital losses. Capital losses must be recognized before December 31st in order to lower this year’s tax bill.
Meet with a knowledgeable attorney who specializes in your area of law.