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The Latest News
2022 Updates:
Email 11/04/2022 - New! Weekly Security Updates!
Blog Post 7/11/2022 - Create your emergency fund plan!
Email 6/17/2022 - IRS Announces Mid-Year Mileage Rate Increase
Blog Post 5/20/2022 - Student loan pause extended again!
2021 Updates:
Blog Post 12/15/2021 - Smart people set SMART Goals.
Blog Post 10/01/2021 - Tax planning shouldn't wait until December.
Email 6/27/2021 - We need your help! Potential new service offering - give us your feedback!
2020 Updates:
Email 12/30/2020 - The Newest COVID Relief Bill. How it impacts you and your business...
Email 12/11/2020 - Important Year-End Information. Personal Planning Checklist and Tips...
Email 12/8/2020 - IMPORTANT: Tax Planning and Year-End Reminders...
Email 9/1/2020 - Social Security Tax Deferral Program. An update on the Executive Order...
Email 7/31/2020 - New PPP Loan Bill Proposal. A summary of what's in it for you...
Email 6/19/2020 - New Investment Regulations. How these regulations may affect your accounts...
Email 3/24/2020 - *Correction* Flowchart Update. Clarification of Payroll Tax Refund...
Email 3/21/2020 - COVID-19 Information for Taxpayers. The latest updates on tax deadlines...