Welcome to our new blog about personal finance. We're going to talk about everything money related so you can make better decisions when it comes to your finances.
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Small Business Tax Extension IRS Form 7004
Track your USPS Certified Mail Receipt here https://tools.usps.com/
How to get a live agent on the phone at the IRS
If you’re having trouble getting a live agent on the phone at the IRS you are not alone. It’s extremely frustrating when you have tax questions and need to speak to someone at the IRS. Here is exactly how to get a live agent on the phone at the IRS. The phone number for the […]
PPP 2nd Draw: 7 Mistakes to Avoid
The SBA document from the video is here. The PPP 2nd Draw Application from the video is here.
The American Rescue Plan Text
Here is the text for the American Rescue Plan. We will have a video up here shortly breaking it down.
PPP Second Draw Loan Requirements
A quick recap of the criteria that’s important. 25% reduction in revenue year over year or comparing any of the 4 quarters from 2019 to 2020. It’s a necessity that you actually need this money. You used ALL of the first round of the PPP money on APPROVED expenses. There is other criteria but these […]
Stimulus Check and Stimulus Package Bill Text
Here is the text for the stimulus check and stimulus package that was signed by President Trump on Sunday December 27th, 2020. Page 784. Subtitle B-COVID-related Tax Relief Act of 2020. This is the beginning of all the information covered for individuals and the pandemic relief. Page 797. Sec. 274. Extension of certain deferred […]
529 College Savings Plan Gifting
I was setting up my youngest daughters 529 College Savings Plan the other day and saw a gifting link on the 529 plan website. I’m always being asked how much to set aside for college and what are the best plans and strategies. But most of those strategies are funded by you and thought maybe […]
529 College Savings Plan Cost Calculator
Here is the link to the 529 Plan cost calculator. The link originated on the Utah 529 Plan but they are not the designer or responsible for the data. It is accurate but I wanted to point that out because I did mention it in the video. https://tools.inviteeducation.com/tools/college_savings_estimator?client_id=209