Featured Articles & Tips Blog

Welcome to the CPA Advisory Group’s Featured Articles Blog. Here we share tax and accounting news and tips for our clients on a regular basis. Please feel free to suggest ideas for topics you would like to see addressed, by dropping an email to info@cpaagi.com. Enjoy the articles and susbcribe to our newsletter for monthly updates.

‘Save a Million, Give a Million’ now available

‘Save a Million, Give a Million’ now available

Pinnacle CPA Advisory Group — Have you ever laughed out loud reading a financial planning book? Do you wish that you could understand complex tax and financial planning concepts in simple terms? Would you like to save more money and give more money away? Laugh and...

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Now is the time for your year-end tax planning

Now is the time for your year-end tax planning

Thomson Reuters/PCC and John Baer, CPA — To Our Clients and Friends: 2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an enormous amount of uncertainty. All of this has made 2020 seem like the...

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FAFSA Now Open for 2021-2022 Academic Year

FAFSA Now Open for 2021-2022 Academic Year

Pinnacle Wealth Planning Services, Inc. — The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 school year went live Oct. 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require...

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Donating a life insurance policy to charity can net deductions

Donating a life insurance policy to charity can net deductions

From The CPA Advisory Group — The fall and holiday seasons of the year have traditionally been a time of increased charitable donations. Therefore, we thought it was appropriate to briefly discuss a charitable gift giving idea that has grown in popularity during the...

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10 ways to avoid penalty for COVID-related retirement withdrawal

10 ways to avoid penalty for COVID-related retirement withdrawal

From MarketWatch.com —  If you’re facing a cash shortfall, you may be considering a withdrawal If you’re facing a cash shortfall, you may think about taking an early withdrawal from your IRA or qualified retirement plan account. By early withdrawal, we mean one that...

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Temporary Payroll Tax Deferral: What You Need to Know

Temporary Payroll Tax Deferral: What You Need to Know

Pinnacle Wealth Planning Services / Broadridge Advisor Solutions — On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020, and the IRS recently provided related guidance. This has...

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IRS issues guidance on payroll tax deferral order

IRS issues guidance on payroll tax deferral order

From The CPA Advisory Group — The IRS late last Friday, Aug. 28, issued guidance on the payroll tax deferral ordered Aug. 8 by President Trump. The notice allows employers to defer withholding on affected employees' compensation during the last four months of 2020,...

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Dave Krebs’ new book now available

Do you wish that you could understand complex tax and financial planning concepts in simple terms? Would you like to save more money and give more money away?

Check out Save a Million, Give a Million, a new financial planning book just released by Dave Krebs, CPA.

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