Tax Implications of Refinancing Your Home

Tax Implications of Refinancing Your Home

You may be thinking about refinancing this year to take advantage of falling interest rates. Or you may have refinanced your home mortgage last year and have yet to file your 2018 return (because you filed an extension). Either way, there are important federal income...
The Clock May be Ticking on Corporate Stock Redemptions

The Clock May be Ticking on Corporate Stock Redemptions

Favorable individual federal income tax rates established by the Tax Cuts and Jobs Act (TCJA) are scheduled to expire at the end of 2025. But some analysts think that they could be repealed sooner, depending on the results of next year’s presidential election and the...
Expanding Retirement Plan Options for Small Businesses

Expanding Retirement Plan Options for Small Businesses

A new final rule from the U.S. Department of Labor (DOL) clarifies some of the ins and outs of multiple employer plans (MEPs). These are defined contribution retirement plans—such as 401(k) plans—that are sponsored by an association or employer group on behalf of...
FAQs about LTC Insurance and Your Taxes

FAQs about LTC Insurance and Your Taxes

If you or a loved one needs long-term care, you probably don’t want to pay it from your hard-earned savings. Instead, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks. Here are answers to...
Get to Know Cam Arbogast, Hantzmon Wiebel Systems Administrator

Get to Know Cam Arbogast, Hantzmon Wiebel Systems Administrator

Whether he’s troubleshooting a software issue or fixing a hardware problem, Cam is the man we call when we’re having computer issues. We sat down with him to learn a little more about his background and interests. He grew up in Orange and went to PVCC for his...