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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 […]
The SBA document from the video is here. The PPP 2nd Draw Application from the video is here.
Here is the text for the American Rescue Plan. We will have a video up here shortly breaking it down. If you are a small business owner, self employed, independent contractor or on a marketplace plan you should take a closer look at the American Rescue Plan Act. The new act has a marketplace […]
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 […]
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 […]
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 […]
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