Insights from Your Trusted Financial Partner

  • Congress Liberalizes PPP Loan Forgiveness

    by Dani Rossy
    Article Highlights: Loan Forgiveness Confusion Covered Period Extended Loan Maturity Extended Limit on Expenses other than Payroll Reduced Exempt...

  • Are You Eligible For a 2018 Tax Refund?

    by Dani Rossy
    Article Highlights: Deduction for Mortgage Insurance Premiums Exclusion of Principal Residence Indebtedness Forgiveness Income Residential Energ...

  • Wealth Transition and Succession Planning: Best Practices for Businesses During COVID-19

    by Dani Rossy
    Regardless of the type of business you're running, it's safe to say that you've likely already been impacted by the ongoing COVID-19 pandemic that...

  • Charity Volunteer Tax Breaks

    by Dani Rossy
    Article Highlights: Away-from-home travel Lodging and meals Entertaining for charity Automobile travel Uniforms Substantiation requirements If ...

  • Thinking of Dumping Old Tax Records?

    by Dani Rossy
    Article Highlights: General statute is 3 years Some states are longer Fraud, failure to file and other issues can extend the statute Records to ...

  • Checking Your Federal Refund Status Is Easy

    by Dani Rossy
    Article Highlights  24/7 Access Quick Posting Direct Deposit Necessary Information If you have already filed your federal tax return and are due...

  • Did You Overlook Something on a Prior Tax Return?

    by Dani Rossy
    Article Highlights:  Repercussions of Incorrect Tax Returns Filing Amended Returns Statute of Limitations for Refunds Potential of Audit  It is...

  • IRS and Treasury Release the Latest State-By-State Economic Impact Payment Figures

    by Dani Rossy
    The Treasury Department and the IRS released updated state-by-state figures for Economic Impact Payments (EIPs) on May 22nd, reflecting the openin...

  • Unique IRA Opportunities for 2020

    by Dani Rossy
    Article Highlights:  2020 Tax Saving Opportunities Traditional IRA to Roth IRA Conversions Paying the Conversions Tax Required Minimum Distributi...

  • What You Need to Know About the People First Initiative

    by Dani Rossy
    The global COVID-19 pandemic has presented significant challenges for American citizens from both the health and financial perspectives. Many indi...

  • 10 Things to Know About Credit Scores

    by Dani Rossy
    Once you get above a certain age, you start hearing about a magical thing called a credit score. You hear that everybody has one and that you need...

  • SBA Questioning PPP Borrowers with Loans Over $2 Million

    by Dani Rossy
    Article Highlights:  PPP Loans Affected Borrowers Loan Application Certifications SBA Compliance Questionnaires When Congress initially authoriz...