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Documents Needed for Estate Planning

Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!

Changing Marital Status? What You Need To Do

Have you been recently married, divorced, or lost a spouse? A change in marital status should prompt a review of financial matters, but at such a time it is easy to overlook the details. On our latest blog, read up on a few suggestions to ensure your finances are still in check!

Understanding the Home Gain Exclusion

One of the biggest tax benefits available today is the exclusion of gains when you sell your qualified home. Read up on this tax benefit and how it may apply to you on our latest “Tax Tip of the Week”!

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Janet K. Sheffield – Staff Spotlight

From accounting and tax work, to party planning, sewing, and re-purposing, Jan truly allows her creative knack at heart to shine through in everything she does. On this month’s “Staff Spotlight”, learn a little more about our associate, Jan Sheffield, inside and out of the office world!

Key Coronavirus Tax Changes

In addition to filing delays and stimulus payments, the IRS is implementing many changes in response to the coronavirus pandemic. Read more on these major topics and how they may affect you and your family on this weeks tax tip!

COVID-19 Stimulus Payments: What You Need To Know!

The Coronavirus Aid, Relief, and Economic Security (CARES) Act recently signed into law provides a one-time payment to individuals to help ease the economic strain caused by the coronavirus epidemic. Learn more about your stimulus payment and when to expect it on our latest blog post!

Kiddie Tax Rate

Parents of young children will always have plenty to worry about. New tax legislation passed at the end of 2019 eliminates at least one of these worries! Read more on our latest blog about how this new tax law affects you!

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6 Tax Tips To Consider When You’re Expecting!

There are big moments in everyone’s life; a new birth is definitely one of them! But there are a few important tax tips to consider during this exciting time! Learn more on our latest blog, “6 Tax Tips To Consider When You’re Expecting!”

Recent Retirement Rule Changes

New legislation has made changes to popular retirement savings plans like IRA’s & 401(k)’s. Learn how you can use these new changes to your advantage on our latest, “Tax Tip of the Week”!

Late Filing Can Be Costly!

Did you know that late filing of your taxes for a corporation or partnership could cost you up to $820 in penalties after only 17 days? Read more about this penalty and how to avoid it on our latest “Tax Tip of the Week!”