Insights from Your Trusted Financial Partner

  • Increased Business Meal Deductions for 2021 and 2022

    Article Highlights: Business Meals Under TCJA 100% Deduction for 2021 and 2022 Qualifications  If you recall, the Tax Cuts and Jobs Act (TCJA), ...
  • What Are the Tax Advantages of Home Ownership?

    Article Highlights:  Historically Low Interest Rates Purchase Costs Points Mortgage Payments Refinancing Property Taxes Inflation Gain Exclusion ...
  • How to Address Rising Tax Problems During COVID-19

    COVID-19 has caused the death of over 300,000 people. There have been nearly 19 million reported cases in the United States. COVID-19 has touched ...
  • Finally, the COVID Relief Package Is Law

    Article Highlights Additional 2020 Recovery Rebates  Paycheck Protection Program (PPP) Loans & Small Business Support  Clarification of Tax T...
  • 2021 Standard Mileage Rates Announced

    Highlights: Standard Mileage Rates for 2021 Business, Charitable, Medical and Moving Rates Important Considerations for 2021 Switching between t...
  • How to Create Recurring Transactions in QuickBooks Online

    QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for recurring transactions. It’s easy ...
  • 5 Resolutions QuickBooks Online Users Should Make for 2021

      New year, new challenges, and the potential for new successes. Here are five ways you can improve your financial management in 2021. A painful ye...
  • Didn’t Get Your Economic Impact Payment? You Can Claim It on Your 2020 Return

    Article Highlights: Economic Impact Payments High-Income Taxpayer Phaseout Using the 2018 and 2019 Returns Who Qualified for a Rebate? Deceased I...
  • Your Annual Reminder to File Worker 1099s

    Article Highlights: 1099-NEC Filing Requirements Independent Contractor Filing Threshold Form W-9 Worksheet This is our annual reminder that if ...
  • New Business? Tax Issues to Consider

    Article Highlights: Business Entity Selection Start-Up Cost Elections Organizational Expenses Equipment Depreciation & Expensing Opportunitie...
  • IRA Withdrawal Planning Can Save on Taxes

    Article Highlights:  Early Distributions Distributions After Age 59½ Minimum Required Distributions After Age 72 Excess Accumulation Penalty Esta...
  • Tax Issues to Be Aware of as Year-end Approaches

    Article Highlights: Take Full Advantage of Your Deductions Traditional IRA Contributions at Any Age Make Charitable Contributions with IRA Funds ...