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Stimulus Check Safety

BLOG, PERSONAL FINANCE, TAXES  |  27 Apr 2020

Beware of scammers trying to get you to part ways with your money By Jon Aldrich By now, many that qualified for the Coronavirus stimulus payments have probably received the funds in their bank account. However, if you have not received it, you can go to the IRS site https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments  and check on its status….

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Somewhat Succinct Summary of the CARES Act.

BLOG, MARKETS & ECONOMICS, TAXES  |  31 Mar 2020

Part I – The Recovery Rebates By Jon Aldrich Wow, March has been a doozy of a month for all of us. A pandemic has hit the world causing everyone to fear for their health and that of loved ones.  Most of us are on orders to stay at home to reduce the spread of…

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The SECURE Act and How it May Affect You

By Jon Aldrich It seems like every year, just days before the ball drops in Times Square, Congress passes and the President signs new legislation that affects taxpayers. This year was no different as the SECURE Act, which contains some significant changes in certain retirement accounts was passed on December 19th, and signed into law…

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Happy Tax Day! Now, Let’s Shred the Old Stuff

BLOG, PERSONAL FINANCE, TAXES  |  15 Apr 2019

By Jon Aldrich Happy Tax Day! That dreaded day when all of us here in the United States need to make sure that we have settled up with Uncle Sam for the previous year’s tax bill. Maybe you were one of the roughly 72% of taxpayers that received a refund, if so, then this day…

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Here is Your New “Post Card” Size Tax Return

BLOG, PERSONAL FINANCE, TAXES  |  27 Feb 2019

By Jon Aldrich So, how do you like the new “Post-Card” size tax return for 2018? Well, it is a little bit larger than a post card, it is still 8-1/2 x 11 inches, so it is a really big Post Card, but it is supposedly simper. Due to the new Tax Cuts and Jobs…

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Here is Your New Simplified Tax Law

BLOG, TAXES  |  19 Dec 2017

Here is Your New Simplified Tax Law By Jon Aldrich   The House and Senate have now both approved the reconciled version of the Tax Cuts and Jobs Act (TCJA) of 2017 and it will soon be on the President’s desk awaiting his signature to become law. The House and Senate versions were somewhat different,…

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THE PRESIDENTIAL CANDIDATES CURRENT TAX PROPOSALS

BLOG, TAXES  |  7 Oct 2016

By Jon Aldrich We are getting down to the final stretch for the upcoming Presidential election. It has been an interesting campaign, to say the least, and Trump & Clinton have both changed their positions on several issues over the last several months. The purpose of this article is an attempt to summarize the 2…

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SO, WE AVERTED THE FISCAL CLIFF, NOW WHAT?

BLOG, MARKETS & ECONOMICS, TAXES  |  8 Jan 2013

In the last 2 weeks, we have survived the Mayan Apocalypse and the dreaded Fiscal Cliff as we watched 2012 draw to a close. So what does it all mean? Well, since we all survived the end of the Mayan calendar, the world as we know it will carry on. But what does surviving the…

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More Fiscal Cliff Notes

BLOG, MARKETS & ECONOMICS, TAXES  |  7 Dec 2012

More Fiscal Cliff Notes By now you have to believe that everyone is tired of hearing about the “Fiscal Cliff”. We know there is a good chance that this will drag on well beyond the New Year and the effects will likely impact almost everyone in some way. However, the media has really pumped this…

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EARLY LOOK AT POSSIBLE 2013 INCOME TAX CHANGES

BLOG, TAXES  |  29 Feb 2012

2012 not only marks the end of the Mayan calendar, but also the tax cuts of 2001 and 2003 under George W. Bush. With the aspect of likely higher taxes looming in 2013 some Congressional aides have termed the upcoming expiration of the Bush tax cuts as “Taxmageddon”. Are the expiration of the tax cuts…

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