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Tax Deadline Extended for Individuals

Tax Deadline Extended for Individuals

by newcente | Mar 19, 2021 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Tax Deadline Extended for Individuals March 19, 2021: The Treasury Department and Internal Revenue Service announced on March 17th that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to...
Client Notice: Tax Document Update

Client Notice: Tax Document Update

by newcente | Feb 1, 2021 | Blog, In The News, Kevin Donohue, Tax Planning, Uncategorized, What's New

Client Notice: Tax Document Distribution February 1, 2021. By Kevin Donohue: In the coming weeks Fidelity will be issuing preliminary tax documents, and you may have already received email correspondence indicating this.  Per usual, we will be gathering these...
2nd Stimulus Bill Updates and Planning Opportunities

2nd Stimulus Bill Updates and Planning Opportunities

by newcente | Jan 6, 2021 | Blog, Business Planning, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

Second Stimulus Bill: Updates and Planning Opportunities January 6, 2021. By Olga Okaty: The second stimulus bill recently passed by Congress and signed by the President enhances and expands a number of economic relief measures and tax provisions that will bring much...
Client Notice: 2020 Year End Reminders

Client Notice: 2020 Year End Reminders

by newcente | Dec 11, 2020 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions:    IRA, SEP IRA, and...
Repost: The Benefits of Kindness and Compassion

Repost: The Benefits of Kindness and Compassion

by newcente | Jul 23, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...
Social Security Myths- Olga featured in U.S. News Article

Social Security Myths- Olga featured in U.S. News Article

by newcente | Jul 13, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New

Navigating Social Security benefits can be challenging.  Numerous filing options, frequent regulation changes, and an abundance of fine print are just a few of the obstacles facing filers. Aside from these, there are also several myths and misconceptions facing...
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