Blog

Whether in person or online, we want to provide our clients with the
information they need to make sound financial decisions. From timely
wealth management tips to the latest investments forecast, our blog
has informative articles full of tips to help you manage your finances. 

What is an extension?

What is an extension?

Many people associate April 15th as the tax deadline. And it certainly is, in a sense, but the IRS offers an extension that many people don’t know about. April 15th (April 18th for the 2023 filing season) is the deadline for paying taxes. However, it is not...

American Rescue Plan Act

American Rescue Plan Act

On Wednesday, the House of Representatives passed the American Rescue Plan Act. President Joe Biden signed on March 11, 2020.  This bill contains numerous tax provisions that will change 2021 taxes for many people.    Unemployment Benefits The most immediate...

The Basics of an S-Corporation

The Basics of an S-Corporation

  The S-Corporation has become a prevalent entity choice in today’s business environment.Many people have heard the term, but few outside of the CPA community understand themechanics. The key advantage of an S-Corporation, or S-Corp for short, comes from savings...

Trump Signs Executive Order on Payroll Taxes

Trump Signs Executive Order on Payroll Taxes

On Saturday, President Trump signed an executive order that, among other things, deferred the payment of the employee portion of payroll taxes. Specifically the 6.2% social security tax that is normally withheld from an employee’s paycheck. This has been touted as a...

How to Fill Out the New W-4 Form

How to Fill Out the New W-4 Form

The new W-4 form has proved itself to be quite the obstacle for small business owners.  Rather than debate the functionality, ease of use, or practical application of it, we just want to dive right in and tell you how to use it. While the post is written for small...

Experience & Expertise

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