What You Need to Know about Your Retirement Accounts as a Result of the Pandemic

Addressing COVID-19: What Employers Need to Know

The COVID-19 pandemic has placed employers in the difficult position of trying to navigate financial losses while addressing employee matters and health concerns.  This fact sheet is intended to provide some critical information that employers need to know during this...
What You Need to Know about Your Retirement Accounts as a Result of the Pandemic

IRS Offers Disaster Relief For Tennessee Tornado Victims

The IRS is extending deadlines and offering relief for those who live in areas affected by the tornadoes. This relief will automatically be applied to anyone with an address on record with the IRS in any area designated by FEMA as qualifying for individual assistance,...
What You Need to Know about Your Retirement Accounts as a Result of the Pandemic

As Tax Day Approaches, a Reminder about Withholdings

The 2017 federal tax reform legislation is just now beginning to show its impact for many filers. As April 15 approaches, many individual taxpayers may begin to see different totals than they have been used to on their tax returns. The change in the standard deduction...
What You Need to Know about Your Retirement Accounts as a Result of the Pandemic

Have you had your “Paycheck Checkup”?

The most recent tax reform laws could have a significant impact on filers who have itemized their deductions in the past.  (Many people have historically itemized their deductions to take advantage of mortgage interest deductions and deductions for donations to...
What You Need to Know about Your Retirement Accounts as a Result of the Pandemic

Guidance Issued for Private Foundations with Foreign Grantees

New guidance for private foundations from the IRS addresses treatment of foreign grantees.  The groups may wish to treat grants to foreign grantees as qualifying distributions that satisfy the minimum distribution requirements rather than as expenditures requiring...

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