Staff update: Two veteran CPAs join our talented team

Staff update: Two veteran CPAs join our talented team

Nov 10, 2021 | News to Note

The Pinnacle CPA Advisory Group is pleased to announce some recent staff changes. Former senior staffer Adele Robbins has moved on after 14 years with the firm. We thank her for her effort and friendship over the years and wish her continued personal and professional...
FTC: Email about 3rd Economic Impact Payment is a scam

FTC: Email about 3rd Economic Impact Payment is a scam

Nov 3, 2021 | News to Note

By CRISTINA MIRANDA, Division of Consumer and Business Education, FTC —    There’s a fake IRS email that keeps popping into people’s inboxes. It says that you can get a third Economic Impact Payment (EIP) if you click a link that lets you “access the form for...
Bill Could Throw Monkey Wrench Into Retirement Planning

Bill Could Throw Monkey Wrench Into Retirement Planning

Oct 27, 2021 | News to Note

From Forbes.com —  By BRANDON HALL  As you may have heard, there is pending congressional legislation that could affect what self-directed individual retirement accounts (IRAs) can invest in and how large of a retirement one can build. This legislation was brought...
Medicare Open Enrollment – Review Your Plans

Medicare Open Enrollment – Review Your Plans

Oct 20, 2021 | News to Note

From Pinnacle Wealth Planning Services, Inc. – Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your...
How to Get a First-Time Small Business Loan

How to Get a First-Time Small Business Loan

Oct 13, 2021 | News to Note

From Business.org —   If you’re looking for a first-time small-business loan, make a plan and understand your options before you apply. By Ben Gran, Freelance Writer Getting a first-time small-business loan can make a big difference for your company’s growth and...
Are You Ready? When to Begin Collecting Social Security

Are You Ready? When to Begin Collecting Social Security

Oct 6, 2021 | News to Note

From the Pinnacle CPA Advisory Group/Thomson-Reuters —   Dear Clients, If your 62nd birthday is in the near future, it’s time to start thinking about your Social Security benefits. Many people consider 65 to be the traditional age for retirement. But for Social...
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