Tag: individual tax
Family Wealth Planning in a Time of Uncertainty
The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…
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Individuals: What You Need to Know About the CARES Act
Summarizing key provisions of the CARES Act impacting individuals including recovery rebates, retirement plan withdrawals…
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What Does the CARES Act Mean to Your Mobility Program?
Will your relocated employees actually receive stimulus checks via the CARES Act? They are to…
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CARES Act Signed Into Law to Provide COVID-19 Relief
Key provisions of the Coronavirus Aid, Relief and Economic Security (CARES) Act, which provides relief…
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FAQ: Federal Tax Filing & Payment Extension
Summary of IRS frequently asked questions to provide additional clarification and guidance regarding the application…
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IRS Extends Federal Tax Filing Deadline to July 15th
The tax filing deadline was officially extended to July 15th, giving individual, trust and corporate…
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Updated: U.S. Treasury Delays April 15th Tax Payment Deadline
The IRS will suspend penalties and interest for up to 90 days for payments related…
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Qualified Small Business Stock (QSBS) and Its Capital Gains Exemption
Qualified Small Business Stock (QSBS) can be a significant benefit to a non-corporate taxpayer (individuals,…
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Updated 2020 Inflation-Adjusted Items for Individual Tax Planning
The IRS released the inflation-adjusted items for 2020 for various provisions of the Internal Revenue…
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How to Protect Yourself Against Scams This Tax Filing Season
Tax filing season is underway, and unfortunately with that comes the influx of cybersecurity scams…
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