Benefits

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April 13, 2022 

Quarterly Estimated Income Tax Payments Due on April 18

Most often, those who are self-employed or in the gig economy need to make estimated tax payments. Similarly, investors, retirees and others often need to make these payments because a substantial portion of their income is not subject to withholding.

Small Business Coronavirus 2

April 12, 2022 

How Businesses Can Claim Remaining COVID-19 Relief Benefits

While many economic relief programs have lost or exhausted their funding, planning in advance is key to generating the full scope of remaining benefits. Work with an advisor if you need support to understand the tax and audit considerations related to ...

Tax_credits

April 11, 2022 

California Renters Tax Credit May Increase to Up to $1,000

An estimated 2.4 million Californians could see a boost in their tax refunds next year under a legislative proposal that would dramatically increase the state's renters' tax credit for the first time in more than four decades.

retirement_accounts

April 11, 2022 

States Help Small Businesses Set Up Retirement Savings Plans

A flurry of state laws and bills would allow employees of small businesses to set up Individual Retirement Accounts (IRAs) through state-sponsored programs, making it possible for workers to save with automatic payroll deductions even when their companies

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April 7, 2022 

Tax Pros and Cons to Municipal Bonds

Municipal bonds—frequently called “munis” for short—are often attractive to investors in the highest income tax brackets. Nevertheless, despite the obvious benefits, there are potential drawbacks to watch out for as well.