Kellye Shaw | Dave Kobylar, CPA

How To Prepare Financially For Divorce

Jan 5, 2021 | Divorce Financial Planning

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Year-End Tax Planning Checklist

Dec 4, 2020 | Tax Law

Timing always plays an important role in year-end tax planning and 2020 is no different. However, with the unusual year that 2020 turned out to be, with the COVID-19 crisis, business shut-downs and high unemployment, the timing of reporting your income and deductions...

Unemployment Benefits May Result In An Unpleasant Surprise at Tax Time

Nov 13, 2020 | Tax Law

If you are one of the 30 million+ Americans who have lost their job due to the coronavirus pandemic and have collected unemployment benefits, be prepared to owe taxes. NYS unemployment benefits as well as the $600 per week federal supplement provided by the CARES Act...

Tax Policies: Trump v Biden

Oct 23, 2020 | Tax Law

What Trump and Biden tax policies could mean for your paycheck, tax return, investments and retirement savings. The person elected president of the United States in November 2020 will be tasked with managing the nation’s most significant economic recovery since...

Access to Retirement Funds through the CARES Act

Oct 15, 2020 | Retirement, Tax Law

Should you use the CARES Act to access your retirement funds? The CARES Act provides an option for individuals adversely affected by the Coronavirus to access their IRAs, 401(k) or 403(b) plans with favorable tax treatment. Qualified individuals...