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New Twist Added to the IRA-to-Charity Provision
Article Highlights Qualified Charitable Distributions (QCDs) Required Minimum Distribution Age Limit Repealed for Traditional IRA...
Feb 14, 20202 min read


Congress Removes IRA Contribution Age Restriction
Article Highlights: Appropriations Act of 2020 Age Limit Repeal Contribution Limits Compensation Higher Income Taxpayer Deduction...
Feb 14, 20203 min read


Childbirth and Adoption Penalty Exception Added
Article Highlights: When a Distribution is Subject to a Penalty Amount of the Penalty Birth and Adoption Penalty Exception Medical...
Feb 7, 20203 min read


New Twist for Kiddie Tax with a Refund Opportunity
Article Highlights: Appropriations Act of 2020 Children’s Tax-Filing Requirements Two Methods for 2018 and 2019 Amendment Possibility for...
Feb 7, 20206 min read


Did You Pay Tax on Home Mortgage Debt Relief in 2018? You May Be Entitled to a Refund
Article Highlights: Appropriations Act of 2020 Cancellation-of-Debt (COD) Income Retroactively Extended Special Exclusion Home Affordable...
Feb 3, 20202 min read


February 2020 Individual Due Dates
February 1 - Tax Appointment If you don’t already have an appointment scheduled with this office, you should call to make an appointment...
Feb 2, 20203 min read
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