The IRS will begin accepting filings on January 24, 2022. Taxes are due on April 18, 2022. To meet this deadline, please have your information to us no later than April 4, 2022. If received after this date, we may have to file your taxes on extension.

It’s that time of year. The leaves are changing colors. Halloween decorations are everywhere. October is the month we conjure up our worst fears – ghosts, goblins and stock market plunges.

The CARES Act enacted in March 2020 to boost the economy added more changes, such as the stimulus payments and enhanced unemployment.

At the end of 2020, Congress passed, and President Trump signed, a new law that provides for additional relief related to the coronavirus (COVID-19) pandemic.

This webinar, hosted on April 9, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jennifer Vogler, Esq., Chief Compliance Officer/Tax Department, includes a review of tax and retirement updates as they pertain to the CARES Act.

This webinar, hosted on April 7, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jim Englert, CFP®, EA, CEO, includes a review of current market conditions, market behavior, and what to do now.