Happy Thanksgiving

Happy Thanksgiving

And whatever you do, whether in word or deed, do it all in the name of the Lord Jesus, giving thanks to God the Father through him.  –Colossians 3:17 Judith Ackland has more than 26 years of experience in accountancy and financial planning, including seventeen...
Protecting Your Identity in 2020 and Beyond

Protecting Your Identity in 2020 and Beyond

With more people working from home and spending more time on the internet both working and shopping, fraudsters have additional opportunities to scare or scam folks out of their identities or money. In the next few blogs, I will talk about steps you can take to...
CARES Act in Action: Part Two

CARES Act in Action: Part Two

In our last blog, we talked about Mary and Bob who took a distribution from Bob’s 401(k) account under the provisions of the CARES act. Bob and Mary are in their 40s, have two children, and suffered financially due to COVID 19. In that scenario, we discussed that...
CARES Act in Action: A Case Study

CARES Act in Action: A Case Study

Many of my clients have been asking me questions about the CARES Act, which I am always happy to answer. One of the most common questions is about the provision that allows taxpayers who are under the age 59½ to take distributions up to $100,000 out of their...

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