by Jonathan Bill | Jan 17, 2021 | Tax Season
As promised, we have put together a checklist to help you pull together your tax preparation materials for 2020. With all of the CARES Act, Payment Protection Program loan and other changes to tax law last year, we expect plenty of questions and confusion. Please...
by Jonathan Bill | Mar 1, 2020 | Personal, Tax Season
Several years later, the 2017 Tax Cut & Jobs Act continues to impact our taxes and the tax return forms we use. Keep these changes in mind when filing this year: Standard Deductions — The standard deduction is a specified amount that’s subtracted from your AGI to...
by Jonathan Bill | Jan 3, 2020 | Personal, Retirement, Tax Season
President Trump signed into law in December a bill to keep the federal government funded. As part of that bill, several new tax changes were enacted, include some major changes to retirement plan rules. The new “SECURE” Act is designed to encourage retirement savings...