Our Blog Postings

Did you know the backlog of incoming IRS mail is estimated to exceed 10 million pieces? Further, the outgoing IRS notice backlog is estimated at 23.5 million pieces! That is a lot of IRS notices waiting to be sent to taxpayers. This is also problematic as the IRS has an outgoing mail capacity of only 1.5 million notices per week. As a result, millions of notices are starting to go out with old dates and

Dear Clients and Friends,

So, your Paycheck Protection Program (PPP) loan was received. One loan officer described these loans as "groans”: a combination of a loan and a grant. But what should you consider doing now to maximize the "groans", more technically your loan forgiveness?

No need to put off updating your estate planning over worry about an in-person meeting to sign. We have performed many pandemic parking lot estate planning document signings. All documents are reviewed and discussed ahead of time by phone or video conference. Clients stay in their cars with their gloves and masks.

Asset values down? Still have an estate tax “problem”? Here are some tips: 

After a long wait and much anticipation, the Florida Department of Revenue has finally used an Order of Emergency (#20-52-DOR-003) that provides certain relief and extended deadlines to some corporations. While many hoped DOR would provide relief similar to what was provided by the IRS, this new order does provide some relief, albeit limited.