Jan 20, 2021 | Tax Planning, Tips
The 2021 tax filing season will begin on February 12. Below is an article from the IRS that outlines the steps to speed up a refund during the pandemic. >>Read at IRS.gov Investment Advisory Services provided by Wall Advisors, Inc a Registered Investment...
Dec 21, 2020 | News, Tax Planning
The potential Tax, Economic, Tax Revenue (Government) and Distributional effect of a Biden Presidency. At Wall Titus one of the core values of our firm is to relay timely, credible, accurate information to our clients, family and friends so that we may serve you in...
Dec 16, 2020 | Business, Tax Planning
You have asked us about the tax consequences of the Paycheck Protection Program (PPP) loans you have taken out in connection with the coronavirus (COVID-19) crisis that were subsequently forgiven. An eligible recipient may have a PPP loan forgiven in an amount equal...
Dec 1, 2020 | Business, Tax Planning, Tips
2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an enormous amount of uncertainty. All of this has made 2020 seem like the year that never ends. In fact, I’m sure some of us can’t...
Nov 30, 2020 | Investments, Tax Planning, Wealth Management
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, waives required minimum distributions during 2020 for IRAs and retirement plans, including beneficiaries with inherited accounts. This waiver includes RMDs for individuals who turned age 70 ½ in...
Nov 17, 2020 | Tax Planning
It has been quite a year, a declared pandemic, multiple rounds of government-injected stimulus packages and nationwide closures have completely changed the way we currently do business. Only three years ago, we were just beginning a conversation about major tax...
