Payroll

tax_planning_1_.57bce95f256b3

March 18, 2021 

What Do You Hear When You Listen to Your Clients?

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

taxes reform_1_.5540d268d98f6

March 18, 2021 

Many Taxpayers Won’t Benefit From Delayed Tax Season

Failure to include estimated payments nullifies any benefit of a postponement since the tax return work has to be done to calculate estimated payments. More than 9.5 million individual returns filed in for the 2018 tax year included estimated payments.

tax-refund1_10916239

March 14, 2021 

$1,400 Stimulus Payments Going Out, First Batch Already Received

No action is needed by most taxpayers; the payments will be automatic and, in many cases, similar to how people received the first and second round of Economic Impact Payments in 2020. People can check the “Get My Payment” tool on IRS.gov on Monday to ...

dollar sign pixabay 3271136

March 12, 2021 

Stop Selling: Who Needs Help?

By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...

Garrett Wagner

House for sale sign

March 11, 2021 

Mortgage Rates Continue to Rise

The average for a 30-year, fixed loan was 3.05%, up from 3.02% last week and the highest since July 2, Freddie Mac data showed Thursday. Rates have surged this year from a record low 2.65% in January.

help wanted jobs_1_.558b1edb2466e

March 11, 2021 

New Unemployment Claims Drop to November Levels

Applications for U.S. jobless benefits fell by more than forecast last week to the lowest since early November as Covid-19 vaccinations accelerated and states eased more business restrictions.

congress

March 10, 2021 

Biden Signs Stimulus Bill into Law

In this version, the maximum payment is $1,400 per qualified individual or $2,800 for a couple. Previous payment amounts were for $1,200 and $600 per qualified individual respectively. In addition, payments are now available for all dependents, ...

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...