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Pros and Cons of 529 Plans

So you want to start saving money for college? With the cost of higher education doubling in the last 30 years, starting to save early is a great idea. Whether it’s for your own kids, grandkids, nieces/nephews, or maybe even your God children, helping a child you love cover at least some of the expenses […]

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Co-Signing on a Mortgage? Here’s What it Means for Your Taxes

It’s not uncommon for parents or grandparents to call us about the possible impact on their personal taxes should they co-sign a mortgage with a child/grandchild.  This has become increasingly common in 2020 with plummeting interest rates.  It’s important to understand the obligations that come from agreeing to this as well as the possible negative […]

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Love Letter from the IRS? Don’t Panic!

Are you one of the lucky tens of thousands of American taxpayers who received a letter in error from the IRS?  If so, don’t panic!  According to Richard Neal (House Ways and Means Committee chairman, D-Mass), there were roughly 12 million pieces of unopened mail in IRS offices across the country.  This was the result […]

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Changes to Unemployment Under the CARES Act

Applications for unemployment benefits have skyrocketed as a result of social distancing requirements and forced closures of businesses.  Thankfully, unemployment compensation benefits were dramatically expanded under the Coronavirus Aid, Relief and Economic Security (or CARES) Act.  These expansions include: Expanded Eligibility for Certain Individuals Under normal circumstances, persons who are self-employed or considered contractors, freelances, “gig” […]

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Recovery Rebates (aka Stimulus Payments) Explained

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Congress approved a stimulus payment plan that may provide direct cash payments to taxpayers. The stimulus payments are considered advanced rebates of a refundable credit against taxpayer’s 2020 tax return. The recovery rebate advance amounts have been quoted as differing amounts, but we’ll […]

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