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This Month’s Posts

IRS expands Use of Taxpayer ID PINs

Beginning in January 2021 the IRS plans to offer an Identity Protection PIN (IP PIN) Opt-in program to include all taxpayers. Prior to 2021, IP PINs were only assigned to taxpayers when their tax return was rejected from e-filing as a result of their social security...

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How To Spend Your PPP2 Money

Our clients are starting to receive their PPP2 loan proceeds.  We just want to remind you how to spend that stimulus money so the full amount will be forgiven. According to an article in the Journal of Accountancy available at:...

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Quick 2021 Tax Filing Season Facts

Tax filing season opens in a little less than two weeks. Friday February 12, 2021 is the first day that the IRS will begin to accept tax returns filed by taxpayers for the 2020 tax year.  If you have all your tax documents early and are due a refund, get your tax...

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Last Month’s Posts

RE: 2021

Personal financial planning is an ongoing process. Financially speaking, 2020 wasn't a bad year for more than half the country's workers (including most healthcare professionals) that weren't involved with the restaurant, travel or entertainment industries severely...

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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...

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All You Need To Know About Gifting

In this post, we cover a variety of issues that may impact you when giving a gift or receiving a gift: Gifting Rules.  Individuals are allowed to gift money, investments, and other items of value to family, friends and others as they wish.  However, the aggregate...

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Posts From Our Professional Network

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...

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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...

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Seven Ways To Get Your Reluctant Patients Back

Guest Writer Don Khouri, Managing Director, Fortune Management Northeast As healthcare practices continue to reach out to patients who need to be scheduled, one of the biggest challenges they face is the wide variation in comfort level their patients have about coming...

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