Britany Morrison

Tax and Wealth Advisor Alert: IRS Extends More Tax Deadlines to Cover Individuals, Trusts, Estates, Corporations and Others

To help taxpayers, the Department of Treasury and the Internal Revenue Service (IRS) announced April 9, 2020, that Notice 2020-23…

5 years ago

Tax and Wealth Advisor Alert: Individual Tax Relief and Retirement Plan Access Provisions in the CARES Act

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) in response to…

5 years ago

Tax and Wealth Advisor Alert: Wisconsin Issues Small Business Sales and Use Tax Extension

The Wisconsin Department of Revenue (DOR) has announced immediate help for small businesses on sales taxes in response to COVID-19.…

5 years ago

Tax and Wealth Advisor Alert: Business Tax Provisions in CARES Act

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This article summarizes…

5 years ago

Tax and Wealth Advisor Alert: IRC Section 139: How Employers Can Make Tax-Free Payments to Employees for Covid-19 Expenses

In response to the ongoing pandemic, on March 13, 2020, President Trump declared the coronavirus or COVID-19, a national disaster…

5 years ago

Tax and Wealth Advisor Alert: Wisconsin follows IRS, State Tax Filing Deadline Extended to July 15

Wisconsin law already provides that any extension granted by the IRS for filing income taxes also extends the time allowed…

5 years ago

Tax and Wealth Advisor Alert: IRS Moving Tax Day to July 15 from April 15

U.S. Treasury Secretary Steven Mnuchin just announced that the IRS will be moving the tax filing date to July 15…

5 years ago

Tax and Wealth Advisor Alert: Taxpayers Must File by April 15 But Can Delay Payments for 90 Days

The Treasury Department issued guidance March 18, 2020 saying that taxpayers can delay paying some federal income taxes for 90…

5 years ago

Tax and Wealth Advisor Alert: Partnership and LLC Audits are Coming—Is Your Partnership or LLC Prepared for the New Rules?

With all the tax changes taking effect in recent years, entities taxed as partnerships may have overlooked an important change…

5 years ago

Tax and Wealth Advisor Alert: Not Feeling so SECURE Part II: How the New SECURE Act May Affect Your Retirement and Your Tax Situation

The “Setting Every Community Up for Retirement Enhancement” Act (the SECURE Act), signed into law by President Trump on December…

5 years ago