Gifts of Stock

If you own shares of stock that have increased in value, one way to avoid a taxable gain is to gift them to another. Although it’s simple in concept, gifting stock does have some tax consequences to consider. Value of the gift When you gift stock there are not one, but two values to consider. Read more about Gifts of Stock[…]

New Quicker Fix for Missing and Incorrect Stimulus Payments

Are you still waiting for your Economic Impact Payment? Did you get your payment but it was for the wrong amount? The IRS initially said you needed to wait until filing your 2020 tax return to resolve these sorts of issues, but they recently revised that stance and have established procedures to help correct payment Read more about New Quicker Fix for Missing and Incorrect Stimulus Payments[…]

Updated Office Procedures Due to Coronavirus

Dear Client, In response to this ongoing coronavirus pandemic, we have updated our office procedures to ensure the safety of our employees and clients while maintaining our high level of service. We are continuing our effort to minimize in-person contact and sanitize workspaces, and we ask that visitors cooperate with the following updated procedures that Read more about Updated Office Procedures Due to Coronavirus[…]