Many of you have had conversation or Zoom meetings with us, or we may be scheduled to discuss your situation before the end of the year. Earlier this week, the IRS updated its position of the “Taxability” of the PPP Loans by insisting the applicable covered expenses are no

SUBJECT: Department of Health and Senior Services, home and Community Based Services Provider COVID-19 Relief Funds Reimbursement This memorandum is to inform Department of Health and Senior Services (DHSS), Home and Community Based Services (HCBS) providers of a provider COVID-19 Rel

We are always trying to provide the best tax guidance to our clients and this is one of our favorites. 529 plans are designed to encourage savings for the designated beneficiary to be used on qualified higher, and sometimes secondary, education expenses. Most states offer these plans