by David Raye | Mar 25, 2020 | 2020 Crisis, Tax Policy & Legislation
March 25, 2020 I hope you and your families are doing well and staying safe & healthy! Last week, the Families First Coronavirus Response Act was passed by Congress. This Act requires businesses with fewer than 500 employees to provide paid sick and family leave...
by David Raye | Mar 18, 2020 | 2020 Crisis, Tax Season Updates
I hope you and your families are doing well and staying safe & healthy! Just wanted to provide an update on our tax season operations given the extraordinary developments related to the coronavirus epidemic. We are working as we normally would. I am in the...
by David Raye | Feb 14, 2020 | Retirement Planning
Roth Conversions As more and more baby boomers continue to reach retirement age, many are looking at the benefits of converting traditional IRA accounts to Roth IRAs. The way a Roth conversion works is that tax would be due on the converted amount since it was...
by David Raye | Jan 7, 2020 | Tax Policy & Legislation
Stretch IRA strategy curtailed under new law Last month, in the midst of all the impeachment proceedings, Congress quietly passed legislation that would make significant changes to the tax laws governing retirement plans. The most significant provision would require...
by David Raye | Dec 10, 2019 | Lower Your Tax Bill
As the end of the year approaches, you may be looking for ways to lower 2019 taxes. With the stock market near record highs, you may also be sitting on significant unrealized capital gains. This may be the perfect time to turn your investments into tax deductions....
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