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Efficient Tax Planning

Understanding the Advance Child Tax Credit: Should You Say No to Free Money?

The child tax credit doubled in value back in 2018 with the Tax Cuts and Jobs Act, and now in […]

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PFS Webinar: Tax-Efficient Charitable Giving

PFS advisers Rob Copeland and Renee Sewall presented the following webinar on May 25, 2021. They discussed how to conduct […]

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Third Time’s the Charm: How the New Stimulus Plan May Impact You and Your Taxes

Another blog about a stimulus plan?  Yes.  While it may seem like a Congressional production of Groundhog Day to those […]

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Stimulus Round 2: Key Provisions that Could Impact Your Taxes in 2020 and Beyond

As you know, Congress passed a Consolidated Appropriations Act in late December, which included a second round of provisions for […]

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Preparing Your 2020 Taxes: Special Tax Issues that May Apply to You in the Year of COVID

How can we put a positive spin on the year 2020?  Perhaps we can characterize it as… unique?  Unforgettable?  However […]

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How Does the Coronavirus Emergency Relief Package Impact You, Part 3: Cash Flow Relief

In our previous posts this week on the Coronavirus Aid, Relief, and Economic Security (CARES) Act, we discussed cash distributions […]

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