Wisconsin’s “We’re All In” Initiative to Help Small Businesses On May 18, 2020, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative. The initiative is a comprehensive effort to help Wisconsin’s small businesses get back on their feet by […]
Are you Getting a Rebate? Where will it be Sent?
Are you getting a rebate and where will it be sent? Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the questions we have been hearing the most are: Am I eligible and where will the payment be sent? Fortunately, the IRS and the Treasury Department […]
CARES Act of 2020 Summary
Overview of the Coronavirus Aid, Relief and Economic Security Act of 2020 (CARES Act) The global impact of the novel Coronavirus (COVID-19) has been significant. This global pandemic, as declared by the World Health Organization, has brought the economies of countries around the world to a grinding halt, as the world comes together to try […]
Make Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move into the peak of the 2019 tax filing season, it’s important to consider what your plan will be for ensuring you pay enough tax in 2020 to avoid an underpayment penalty. Planning your tax payments is especially important if you have an […]
SECURE Act Tax Law
Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients. Below are the five things that many people need to know. There are lots of exceptions and provisions to many of these rules but I […]
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