Tax Planning | Wealth Management Advisors LLC

American Rescue Plan Act Provides Relief to Individuals and Businesses

by Stephen Ahern on Mar 16, 2021

Tax Planning

The American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.

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July 15 Due Date Approaches for Federal and most State Income Tax Returns and Payments

by Stephen Ahern on Jul 3, 2020

Tax Planning

July 15 Due Date Approaches for Federal Income Tax Returns and Payments

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2019 IRA Contribution Deadline Has Been Extended

by Stephen Ahern on May 28, 2020

Tax Planning

Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019

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Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis

by Stephen Ahern on May 4, 2020

Tax Planning, legislative

Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis

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CARES Act: Retirement Plan Relief Provisions

by Stephen Ahern on Apr 18, 2020

Tax Planning

CARES Act provisions for retirement plan relief for individuals

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CARES Act Provides Relief to Individuals and Businesses

by Stephen Ahern on Apr 1, 2020

Tax Planning

CARES Act Provides Relief to Individuals and Businesses

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UPDATE - Tax Filing and Payment Deadline to be Extended 90 Days

by Stephen Ahern on Mar 19, 2020

Tax Planning

Tax Deadline Extended 90 Days - UPDATE!

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New Spending Package Includes Sweeping Retirement Plan Changes

by Stephen Ahern on Dec 27, 2019

Tax Planning

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

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Top Strategies for Charitable Giving

by Stephen Ahern on Oct 31, 2019

Finance, Tax Planning

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

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