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Expect the Unexpected: 5 Common Tax Surprises and How to Avoid Them
After nearly a year of living through “unprecedented times,” you are likely trying to avoid any unwelcome surprises. Planning ahead can...

Shelley Yates
Jan 30, 20212 min read


2020 Tax Season: How COVID May Affect Your Taxes
2020 was a year like no other, so it should be no surprise that your 2020 taxes may be the same. For many, this year’s tax filing may...

Shelley Yates
Jan 19, 20212 min read


Keep IRS Notice about Economic Impact Payment
If you received an Economic Impact Payment earlier this year, be sure to keep Notice 1444 “Your Economic Impact Payment” with your tax...

Shelley Yates
Dec 17, 20201 min read


CARES Act Tax Deduction for Charity Donations
The holiday season is upon us, and for many, that means spreading joy by giving to others. Donating to this organization allows for the...

Shelley Yates
Dec 10, 20202 min read


5 End of Year Tax Moves to Consider
With only a month left to go in the year, it’s time to think about year-end tax planning that can potentially lower your tax bill in 2020...

Shelley Yates
Nov 24, 20202 min read


Home Office Deductions – Do You Qualify?
If you have spent the majority of this year working remotely, you likely have invested in making your work from home space more, well,...

Shelley Yates
Nov 14, 20202 min read


How Do Elections Affect the Market?
If you’re anxious about the election, you are not alone. Emotions run high in any election year, and this year is certainly no exception....

Shelley Yates
Oct 27, 20202 min read


5 Reasons Not to Retire – Yet
Thinking of retiring soon? Below are a few reasons why you may actually want to hold off on retiring just yet: Lower Social Security...

Shelley Yates
Oct 14, 20202 min read


College and Coronavirus: Optimizing 529 Plan Savings During a Pandemic
Learners of all ages, from kindergartners to graduate students, made a dramatic shift only a few months ago to virtual learning. As the...

Shelley Yates
Aug 25, 20202 min read


Additional Unemployment Benefits: What We Know So Far
If you are one of the more than 30 million Americans that is currently receiving unemployment benefits, you may have been happy to hear...

Shelley Yates
Aug 18, 20202 min read


4 Ways the CARES Act May Impact Your 2020 Taxes
The 2019 tax filing deadline’s move from April 15th to July 15th may not have be the last time COVID-19 affects your taxes. There are...

Shelley Yates
Jul 27, 20202 min read


How Staying Safe Could Lead to Substantial Savings
With all the time spent at home lately, it’s no surprise that many people have been saving money. What some call the “homebody economy”...

Shelley Yates
Jul 17, 20202 min read


4 Fun Facts about the 4th of July
This 4th of July will provide a much-needed chance to relax in the sun and enjoy the holiday with family. As you plan your celebrations,...

Shelley Yates
Jul 1, 20202 min read


$600 Weekly Federal Unemployment Assistance Ends Next Month - Here's How to Prepare
When it was enacted in March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act significantly expanded unemployment benefits...

Shelley Yates
Jun 24, 20202 min read


Still Waiting on Your Stimulus Check? Here’s What You Need to Know
If you’re still waiting on your Economic Impact Payment from the IRS, you’re not alone. Around four million taxpayers have not received...

Shelley Yates
May 22, 20202 min read


Financial Assistance for Small Business Owners Affected by COVID-19: Disaster Assistance Payments
Even the most prepared businesses need to plan for what happens if cash flow decreases or runs out. With the uncertainty of how COVID-19...

Shelley Yates
Apr 14, 20203 min read


Financial Assistance for Business Owners Affected by COVID-19: Paycheck Protection Program Loans
Even the most prepared businesses need to plan for what happens if cash flow decreases or runs out. With the uncertainty of how COVID-19...

Shelley Yates
Apr 8, 20204 min read


Financial Assistance for Small Business Owners Affected by COVID-19: Economic Injury Disaster Loans
Even the most prepared businesses need to plan for what happens if cash flow decreases or runs out. With the uncertainty of how COVID-19...

Shelley Yates
Apr 6, 20202 min read


Staying Calm When the Market Isn't
Cable news networks provide content every minute of every day, which means they have an interest in continuing to report on the same news...

Shelley Yates
Mar 10, 20202 min read


5 Easy Ways to Save Money in 2020
Did you make a New Year’s resolution to save money? Have you been successful? Below are a few very simple ways to help you curb...

Shelley Yates
Feb 25, 20202 min read
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