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A New, Necessary Tax Document: IRS Notice 1444 – Your Economic Impact Payment Statement
As we quickly approach the beginning of the 2020 tax season, we wanted to make our clients aware that this year we ...
IRS Offers Security Warnings & Scam Alerts
The IRS wants taxpayers to know of a scam involving texts & Economic Income Payments:
People get a text ...
Grant Relief Funds Available to Assist Local Businesses
The Westerville Area Chamber of Commerce shared this information with us, and we wanted to share it with ...
CARES Act Eases Rules for IRA and 401(k) Withdrawals
Michelle Singletary from the Washington Post reminds readers that withdrawing money from IRAs and 401(k)s under ...
Thinking About Forming a New Charity?
We see a lot of interest in forming nonprofit organizations around our clients’ interests and favorite causes. ...
529 Distributions & College Refunds
Important to remember as we try to get our college students back to school: Distributions from 529 plans must be ...
Small Business Owners in Columbus & Franklin County: There is Still Time to Apply for COVID-19 Recovery Grants!
More than half of the $10.5 million of the COVID-19 Small Business Response and Recovery Fund is still available ...
Updates on the PPP Forgiveness Process
Banks are beginning to offer portals for businesses to begin the PPP forgiveness process. We strongly encourage ...
Reminder: Social Security Benefits May Be Taxable
Up to 50% or more of a taxpayer’s Social Security benefits may be taxable, depending on annual income. If you’d ...
Major Changes to Retirement Plans Due to COVID-19
According to the IRS, qualified individuals affected by COVID-19 may be able to withdraw up to $100,000 from their ...
New Low Interest Loans Available to Women- & Minority-Owned Businesses
The Economic and Community Development Institute (ECDI) is administering a statewide loan fund to help women- and ...
Federal Student Loan Rates Drop to Record Lows for 2020-2021
Great news for college students! Federal student loan rates for the 2020-21 school year have dropped to the lowest ...
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