June 2020

  Due to the COVID-19 pandemic, Congress made changes to the tax law related to retirement account distributions. The changes open up new, time-limited ways for you to save tax dollars.   Congress waived all 2020 RMDs. But if you took your RMD before Congress made this change,...

When you are self-employed with no employees, the payroll protection program (PPP) program is a COVID-19 gift designed to help you get through this pandemic.   If you now have your PPP funds, we identified nine insights for you.   Do I Have to Spend the Paycheck...

Due to the COVID-19 pandemic, Congress made changes to the tax law related to retirement account distributions. The changes open up new, time-limited ways for you to save tax dollars.   Congress waived all 2020 RMDs. But if you took your RMD before Congress made this change,...

When you are self-employed with no employees, the payroll protection program (PPP) program is a COVID-19 gift designed to help you get through this pandemic.   If you now have your PPP funds, we identified nine insights for you.   Do I Have to Spend the Paycheck...