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Insights


Financial and Tax Planning Resources

BEWARE: Child Tax Credit - Receive Today, Repay Tomorrow? Thumbnail

BEWARE: Child Tax Credit - Receive Today, Repay Tomorrow?

Were you one of the tens of millions of American families to receive the first monthly installment of the 2021 Enhanced Child Tax Credit? Are you just as confused as the rest of the country as to what it is or what to do? Don’t worry; you are not alone. The questions and uncertainty have left many taxpayers feeling confused.

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PPP Update: Change for Schedule C Filers Thumbnail

PPP Update: Change for Schedule C Filers

On Wednesday, March 3, 2021, the Small Business Administration (SBA) released new applications with revised calculations for the Paycheck Protection Program (PPP) loans specifically for self-employed individuals who file their business operations on Form 1040 Schedule C.

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2020 Employee Social Security Tax Deferral Thumbnail

2020 Employee Social Security Tax Deferral

As you may know, President Donald Trump sent a memorandum on August 8, 2020 to the Treasury Department to defer collection of the employee portion of Social Security tax from September through the end of 2020 as part of COVID-19 relief. September 1, 2020 marked the first day of the payroll tax “holiday” or deferral period of the employee portion of Social Security tax. On August 28, 2020, the IRS issued guidance to allow employers to suspend withholding and paying eligible employees’ Social Security payroll taxes.

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