Our Blog and News

This Month’s Posts

Are you an Locum Tenens physician?

Are you wondering how to navigate tax season as an independent contractor? Andrew Schwartz, CPA, recently presented a webinar for Barton Associates that covers many great tips to making the process as easy as possible. Please watch the recording of the webinar for the...

read more

SECURE Act Deadline Reminder

By Alex E. Oliver, Wealth Manager, First National Corporation The SECURE Act changed the deadline for establishing a profit sharing plan or cash balance plan in order for employer contributions to be made for the 2021 tax year. Previously, this would have been...

read more

Reminders For the Upcoming Tax Season

The tax rules continue to evolve at a record pace.  Below are some reminders for you as we enter the 2022 tax filing season. Advance Child Tax Credit Payments. For qualified taxpayers that will receive advance Child Tax Credit payments from July - December 2021, the...

read more

RE: 2022

Personal financial planning is an ongoing process. Financially speaking, 2021 was another good year for most of us even as the Covid-19 pandemic continues to affect all our lives. The stock markets set new all-time highs. Real estate prices around the country continue...

read more

Last Month’s Posts

Ten Tips to Cut Your 2021 Taxes

As the year winds down, now is the time to take steps to cut your 2021 tax bill while also not pushing too much taxable income into 2022 in anticipation of higher tax rates. Prior to December 31st: Increase your 401(k) and 403(b) contributions if you haven't been...

read more

Posts From Our Professional Network

SECURE Act Deadline Reminder

By Alex E. Oliver, Wealth Manager, First National Corporation The SECURE Act changed the deadline for establishing a profit sharing plan or cash balance plan in order for employer contributions to be made for the 2021 tax year. Previously, this would have been...

read more

Create A Winning Plan

Guest Writer Brenda Loan Baker, Executive Coach, Fortune Management Northeast Here we are, the first week of January. The traditional time goals for the new year is upon us! What is the difference between the people who set their goals and reach or surpass them and...

read more

Alex’s Advice Corner – Year end Reminders

From Alex Oliver, CFP, CRPS - Wealth Advisor - First National Corporation With two months to go until 2021, First National Corporation wants to ensure you are doing everything within your financial plan to mitigate taxes. Here are a few quick reminders to consider as...

read more

Jump To:

Subscribe To Our Egrams

* indicates required