Your Most Trusted and Valued Financial Advisors


New W-4 Creates Questions for Human Resources

Published on February 13th, 2020

With the major Form W-4 overhaul for 2020, you may field questions from your employees concerning their federal paycheck tax withholdings. While it’s not your responsibility to provide tax advice to your employees, it’s good to be prepared to help answer questions about the new IRS form. Here is a summary of the W-4 changes […]

New Rules Mean Saving More for Retirement

Published on February 12th, 2020

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new legislation that will help you save more for retirement: Money can continue to grow tax deferred If you turn 70½ in 2020 or […]

2020 Mileage Rates

Published on January 15th, 2020

Mileage rates for travel are now set for 2020. The standard business mileage rate decreases by 0.5 cents to 57.5 cents per mile. The medical and moving mileage rates also decreases by 3 cents to 17 cents per mile. Charitable mileage rates remain unchanged at 14 cents per mile.  

Reminder: Fourth Quarter Estimated Taxes Now Due

Published on January 13th, 2020

If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The 2019 fourth-quarter due date is now here. Normal due date: Wednesday, January 15, 2020 Remember you are required to withhold at least 90 percent of your current tax […]

3 Major Charity Scam Red Flags

Published on December 18th, 2019

You’ve probably already received several letters and phone calls from charities asking for donations. Most requests are from legitimate organizations. Some, however, are bogus charities set up by con artists who use the holiday spirit to their financial advantage. Last year, Americans gave nearly $428 billion to charities, according to Giving USA 2019: The Annual […]

Follow us on Facebook Follow us on LinkedIn Follow us on Twitter