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.

College Board Releases Cost Data for 2021-2022

College Board Releases Cost Data for 2021-2022

From Pinnacle Wealth Planning Services, Inc. —  Each year, the College Board releases a study of college cost data and trends, and its annual report is out for 2021-2022. Although costs can vary significantly depending on region and college, the College Board...

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Staff update: Two veteran CPAs join our talented team

Staff update: Two veteran CPAs join our talented team

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...

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

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

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...

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Bill Could Throw Monkey Wrench Into Retirement Planning

Bill Could Throw Monkey Wrench Into Retirement Planning

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...

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Medicare Open Enrollment – Review Your Plans

Medicare Open Enrollment – Review Your Plans

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...

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How to Get a First-Time Small Business Loan

How to Get a First-Time Small Business Loan

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...

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Are You Ready? When to Begin Collecting Social Security

Are You Ready? When to Begin Collecting Social Security

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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Tax Proposals Target Corporations, High-Income Earners

Tax Proposals Target Corporations, High-Income Earners

From Pinnacle Wealth Planning Services —   On Saturday, September 25, 2021, the House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The House Ways and Means Committee and the Joint Committee on Taxation had...

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A few words on those Advance Child Tax Credit payments

A few words on those Advance Child Tax Credit payments

From Thomson-Reuters and the Pinnacle CPA Advisory Group — Dear Clients, Have you received payments from the IRS recently and wondered why Uncle Sam is sending you money? In case you haven't heard, the IRS began sending eligible taxpayers payments in mid-July. You may...

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Infrastructure legislation advances, but still has way to go

Infrastructure legislation advances, but still has way to go

From Pinnacle Wealth Planning Services —    Two large infrastructure bills have taken important steps to advance in Congress. Here's where they stand: On Aug. 10, 2021, the Senate passed a $1.2 trillion bipartisan infrastructure bill, to be named the Infrastructure...

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