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Tax Filing and Payment Deadlines Extended

As you may have heard, there are significant changes to tax filing and payment deadlines. Federal The Internal Revenue Service (IRS) recently issued guidance allowing all taxpayers (this includes individuals, estates, trusts and corporations) to defer payment of federal income…

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The 2019 gift tax return deadline is coming up

  • Mar 16, 2020
  • Tax

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2019 gift tax return. And in some cases, even if it’s not required to file one,…

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The tax aspects of selling mutual fund shares

  • Mar 3, 2020
  • Tax

Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The Investment Company Institute estimates that 56.2 million households owned mutual funds in mid-2017. But despite their popularity, the tax rules…

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