May 2020

In this issue:

• Key 2020 Coronavirus Tax Changes
• Get Your Money: Ensure You Receive a Stimulus Payment
• Ideas to Help Make Payments During Tough Times: 

  How to get cash quickly when you're out of work
• Protect Your Video Conference Meetings: 

  Avalanche of new remote workers creates latest playground for hackers

This month:

• May 10 : Mother's Day
• May 25: Memorial Day

   COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for 2020 as we all navigate the coronavirus pandemic. Also in this edition are ways to track your stimulus payment, tips to find cash, and how to protect your video conference meetings from unwanted visitors.

Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them.

 January 2020

In this Issue: 

• Make Your Cash Worth More

  Banking tips to help you cash in
• There's Still Time to Fund Your IRA
• 2020 Retirement Plan Limits
• Fail-Proof Your New Year's Resolutions

This Month: 

• January 1: New Year's Day
• January 15: 4th Quarter Estimated Payments Due 
• January 20: Martin Luther King Jr. Day 
• Start Tax Planning for the New Year
  • Adjust Withholdings
  • Organize Filing Records
  • Schedule Tax Consultation 
  • Rebalance Investment Portfolio

   Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.