by PTF | Dec 16, 2020 | Articles, Planning Services, Resource
As the end of the tax year approaches, it is worth spending a few minutes reviewing some of the changes that have been made in the tax laws surrounding donations to charities. In some cases, this guide will serve as a refresher regarding revisions made over the last...
by PTF | Dec 16, 2020 | Articles, News
Article Highlights: New Clever Scammer Scheme Uses Economic Impact Payments as Bait The Text Message How to Report a Scam How to Correctly Provide Information to Claim a Payment The IRS has warned taxpayers of a clever scheme by internet scammers to dupe taxpayers...
by PTF | Dec 16, 2020 | Articles, Planning Services, Resource
If you can’t wait for 2020 to be over, you’re certainly not alone. But don’t let the myriad terrible things about the year distract you from taking care of important end-of-year financial moves. We’ve all been guilty of falling short on the plans and promises we made...
by PTF | Dec 16, 2020 | Articles, Individuals, Resource
Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing...
by PTF | Dec 15, 2020 | Articles, News
Article Highlights: Economic Impact Payments High-Income Taxpayer Phaseout Using the 2018 and 2019 Returns Who Qualified for a Rebate? Deceased Individuals Tax Return Non-filers Reconciliation on the 2020 Return One of the more tax-troubling issues this year has been...
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