Time is running out to claim valuable clean energy and electric vehicle tax credits. Recent legislation moved the expiration date from 2032 to 2025, meaning homeowners and buyers must act quickly. Learn what qualifies, how much you can save, and the steps you need to take before the deadline.
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New York State Extends Tax Filing and Payment Deadlines
New York State has extended the April 15, 2020 due date for filing personal income tax and corporate tax returns. Here’s what you should know.
The CARES Act and You
The CARES Act is an economic stimulus package designed to help small businesses and individuals during the Coronavirus pandemic. Here are the main points that impact individuals.
Carpe Diem – Seize the Day
We are experiencing an unprecedented event in the world. It can be tough to see the light at the end of the tunnel. But let’s reflect on the opportunities that are presenting themselves to us.
Personal Market Reflections
A 30-year industry veteran recently said this was one of the most fascinating times he has seen in his entire career. Here’s what he has to say.
Federal Filing Date Extended (Tax Alert Update)
The due date for filing Federal income tax returns has been extended for all taxpayers. This change does not extend to individual states yet. Here’s what you need to know.
IRS Provides Some Tax Relief
The IRS has extended some relief for taxpayers affected by the ongoing Coronavirus pandemic. Here’s what you need to know.
What to do During Times of Extreme Market Volatility
Investors of all ages are worried. We are experiencing extreme volatility in the global markets. What can you do to stop the bleeding?
How to Properly Report Qualified Charitable Distributions on Your Form 1040
Making Qualified Charitable Distributions can be a great way to maximize your charitable giving. But this strategy must be reported properly at tax time. Learn how to avoid a tax trap.
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week’s reaction.
Record-keeping Requirements for Charitable Donations
There are many things we can donate to charity – cash, property, clothing, assets. Each one has its own requirement for receiving an income tax deduction. Review this flowchart to learn more.
Change in FICO System Could Affect Your Credit Score
The FICO scoring system is changing – and it could affect your credit score. Find out if your score is likely to go up or down.