Blog

With the CARES Act, Congress decided to waive all 2020 required minimum distributions (RMDs).   What if you already took out your annual RMD before Congress changed the law?   The IRS just granted you brand-new mercy to fix the issue, but you need to take action before August...

How much is clarity worth?   A lot, a whole lot.   And how much is making things easier worth? Of course, it’s a lot, a whole lot, too.   We now have both the new (a) clarity and (b) easy road to Paycheck Protection Program (PPP) loan forgiveness for the...

  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...