Resources

2021 Retirement Plan Limits

As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable.

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Numbers to Know for 2021

As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.

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PPP Loan Expenses Are Now Tax Deductible

If you or your business received funds from the Paycheck Protection Program (PPP), the recently passed Emergency Coronavirus Relief Act of 2020 will help to dramatically cut your tax bill. Here’s what you need to know.

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