September 13, 2017

Hardship Distributions and Plan Loans

Internal Revenue Service Announcement 2017-11 eases the requirements for loans and hardship distributions from qualified employer retirement plans for participants who have been impacted by Hurricane Harvey. A distribution to a current or former employee from a tax-qualified retirement plan … Continue reading

September 9, 2017

FEMA Assistance for Harvey

Hurricane Harvey and the ensuing flooding was a wide-scale disaster with serious economic repercussions. The Federal Emergency Management Agency (FEMA) has implemented a number of programs to help its victims get back on their feet. As your CPA, we’re available … Continue reading

December 20, 2016

2016 Year-End Newsletter

In our year-end newsletter, we brief you on the tax proposals and possible tax law reform that may be coming under Trump’s presidency.