by Joyce Streithorst | Jan 13, 2023 | Tax
Summary of Highlights from the New Law The end of the year brought lots of changes to retirement planning. On December 29, 2022, the “Consolidated Appropriations Act, 2023” was signed into law. It includes the Secure 2.0 Act of 2022, which is follow-up...
by Joyce Streithorst | Jan 3, 2023 | Tax
How to Both Vet Charitable Organizations and Avoiding Scams When Donating to Charity Charitable giving of time, goods, and/or money is an endeavor that many people find rewarding simply because they know they are helping others who may be less fortunate, or are...
by Joyce Streithorst | Nov 22, 2022 | Tax
Ways to Save at Tax Time The end of the year is a time when our to-do lists can overflow and it can feel like there’s not enough hours in the day. However, as busy as you may find yourself, this is an ideal time to make some strategic financial decisions that can...
by Joyce Streithorst | Mar 31, 2021 | Tax
IRS Extends Filing and Payment Deadline Due to the pandemic and the recent passing of the American Rescue Plan Act, the IRS has moved this year’s tax filing deadline from April 15 to May 17, 2021 in order to give taxpayers more time to organize their documents, adjust...
by Joyce Streithorst | Feb 8, 2021 | Tax
Benefits for Those Who Make Charitable Contributions When the CARES (Coronavirus Aid, Relief, and Economic Security) Act passed in March 2020, changes were made to the charitable deductions tax filers could take. Under this act, these changes were only effective in...
by Joyce Streithorst | Jan 27, 2021 | Tax
Part of the Consolidated Appropriations Act of 2021 (CAA) What You Need to Know The Taxpayer Certainty and Disaster Tax Relief Act of 2020, a part of the Consolidated Appropriations Act of 2021, was signed into law by then-President Trump on December 27, 2020. ...
