Featured 
The Evolution of the Employee Retention Credit

The pandemic has adversely affected many sectors of the U.S. economy, causing widespread job losses. At the start of the national emergency, Congress created a novel tax break – the Employee Retention Credit (ERC) – to entice employers to retain employees.

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Culture 
It’s Patio Season!

This winter we made upgrades to our outdoor patio area adding additional space and furniture for our staff to enjoy. Last month, we took advantage of a few warm days eating lunch and enjoying a Friday afternoon firm celebration!       

Retirement Planning 
When Should You Take Social Security Benefits?

If you’re nearing retirement, you’ve likely paid into the Social Security system your entire career. It’s only fitting that you finally cash in on the Social Security benefits that are rightfully yours.

News 
Big Changes to the Child Credit for 2021

The American Rescue Plan Act (ARPA) significantly liberalizes the rules for the federal child tax credit, which means more money in the pockets of eligible parents this year. However, the liberalization is only for the 2021 tax year. Here’s the story.

News 
The Evolution of the Employee Retention Credit

The pandemic has adversely affected many sectors of the U.S. economy, causing widespread job losses. At the start of the national emergency, Congress created a novel tax break – the Employee Retention Credit (ERC) – to entice employers to retain employees.

Trusts 
Administering a Trust: 11 Duties of a Trustee

Has someone appointed you as a trustee of a trust and you now want to know what your duties are? Do you want to make sure you carry them out properly? Perhaps you are a beneficiary of a trust and you want to know whether the trustee is properly administering the trust.

Trusts 
What are the Main Reasons People Create Trusts?

People create trusts for various reasons. The main reasons are to: Avoid probate; or Pay less in federal and/or state estate taxes This article will discuss the uses of trusts in estate planning and whether they are right for you. Avoiding Probate People who desire to avoid probate usually want to do so because they:

Tax 
Last-Minute Tips for your 2020 Tax Return

Goodbye, 2020. Hello, tax season. Individual taxpayers have until April 15, 2021, to pay Uncle Sam for taxes owed for 2020. (Remember, you can extend the deadline for filing your return until October 15, but you can’t extend the deadline for paying what you owe without penalty.) Unfortunately, many people are struggling to make ends

IRA 
Don’t Overlook a Roth IRA if You Are Self-Employed

Saving for retirement on a tax-advantaged basis should be on nearly everyone’s financial “to do” list, though in this current economic crisis, you may need to put it on the back burner for a time. Making contributions to a Roth IRA is one tax-wise way to save because you can take withdrawals after age 59

News 
Extended Hours for Busy Season

Feel free to drop off your client documents with Mary at the front desk or in our secure drop box during these times. We look forward to seeing you!