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Congress Recently Passed the CARES Act

The Act includes many different provisions to help taxpayers navigate our current situation. In addition to the CARES Act there have been other changes to items typically subject to the April 15th tax deadline. Here are a few of the areas we believe will have the greatest impact on our clients.

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What’s in Store After Congress Passed Last-Minute Tax Changes?

Congress recently passed a new spending bill which included many changes to the tax law. Those changes included retirement plan issues that became effective in 2020, as well as extensions through 2020 of a number of tax provisions that had expired or were about to end. The list of changes is quite extensive and many are likely to affect individual tax returns. Here is a run-down on some of the new tax provisions...

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Big Changes Coming to your IRA

The federal government spending bill has been signed. The bill includes The Secure Act which has many changes for your retirement savings rules. We have provided some of the highlights of the bill and how to get assistance.

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Helpful Tax Tips for 2019

There are a number of tax saving ideas that can be of benefit, some require action before year end. Here are a variety of options that may affect your tax outcome.

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Take Advantage of the Education Tax Credits

For those with children in college, or those enrolled in college themselves, it’s important to understand the education tax credits. With so many options available when planning for education costs and available credits it is important to review all planning strategies with a professional advisor.

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What You Need to Know about Student Loan Interest

You can claim a deduction for student loan interest whether you claim the standard deduction or you itemize your deductions since it is an adjustment to income. If you are planning to finance a college education for yourself or a family member it's important to know the rules so that you get the maximum benefit allowed.

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