Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.
Medicare Open Enrollment for 2021 Begins October 15 The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.
Proactive Year-end Tax Planning for 2020 and Beyond 2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes.
July 15 Due Date Approaches for Federal Income Tax Returns and Payments The due date for federal income tax returns and payments is Wednesday, July 15, 2020.
CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.