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Key Financial Data for 2020


This is the current tax year’s key data for 2020 returns filed.

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CARES Act Provides Immediate Financial Relief for Taxpayers


The Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) is a $2 trillion economic stimulus package that was crafted to provide economic relief to businesses and individuals that have been negatively impacted by the coronavirus outbreak. The bill passed through Congress with broad bipartisan support and was signed into law on March 27, 2020. Its provisions, including those that make it easier for people to access their retirement savings and give retirees options to defer required minimum distributions, take effect immediately.

SECURE Act Impacts Retirement Accounts and College Plans


The SECURE Act, an acronym for the “Setting Every Community Up for Retirement Enhancement”, signed into law in December 2019, many provisions of the legislation that took effect Jan. 1, 2020, may impact your tax planning with us.

Important Tax Dates


Each year, the IRS has key tax dates for filing tax returns and completing forms. Some dates apply to individuals while others apply to businesses. You can use the below list as a reference guide and feel free to reach out if you have any questions.

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