The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
Retirement plan changes:
College saving (529) plan changes:
If you have any questions, please reach out to our firm. We are here to help!
Working from home has increased in popularity over the past several years. But today, amidst the COVID-19 crisis, it’s not only popular, but required for many. Moving from a hustle-and-bustle professional workspace to a home office can be a major transition for many. To help you make the move successfully, here are a few tips to reduce distractions while working from home:
Portnoy CPA is currently operating under normal tax season hours. It is our intent to safeguard the well-being of you and our team. With that in mind, we have initiated certain protocols during this time.
Changes to In-Person Meetings
For the time being, we will be transitioning all in-person meetings to Zoom video conferencing or phone calls. If you have...
If April 15 always seems to sneak up on you, get out in front of this year’s tax deadline and file early. Here are a few top reasons why you should…