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Tax Planning

Above-the-Line Charitable Tax Deduction

The Coronavirus Aid, Relief, and Economic Security (CARES) Act added an above-the-line tax deduction for 2020. Taxpayers who make a qualified charitable contribution and who do not itemize their deductions using Schedule A may be eligible for a deduction from the calculation of gross income.

Posted By Alyssa Dalbey
May 20, 2020
Financial Planning

2020 RMDs Waived Under CARES Act

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).

Posted By Alyssa Dalbey
April 30, 2020
Financial Planning

Divorce Planning Checklist

Planning for a divorce is a difficult task due to the psychological and financial complexities. There are items you can consider preemptively to enter into the divorce process more prepared. This checklist should provide you with various things to think about prior to planning for a divorce.

Posted By Alyssa Dalbey
February 26, 2020
Cybersecurity

SEC Alert: Coronavirus-Related Investment Scams

Fraudsters often use news and popular events to lure individuals into scams. The SEC has issued an investor alert warning individual’s about potential scams related to the coronavirus.

Posted By Alyssa Dalbey
February 26, 2020
Estate Planning

Checklist: When a Loved One Passes Away

When a spouse or loved one passes away, there are several things to do. First and foremost, it is important to grieve and allow yourself time to heal. This checklist outlines some items to consider when a spouse or loved one has passed away.

Posted By Alyssa Dalbey
January 30, 2020