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Ask Connie

What can I do if I can’t file my income taxes by April 15, 2020?

The IRS announced on March 21, 2020 that the 2019 federal tax filing deadline is extended from April 15 to July 15, 2020.  In addition, federal tax payments due on April 15, 2020 are deferred to July 15, 2020, regardless of the amount, with no penalties and no … Read more...


Required Minimum Distributions are Waived for 2020

The CARES Act, which was signed into law on Friday, March 27, 2020, provides broad relief to IRA owners over 70 ½ who normally are required to take a minimum distribution from retirement accounts annually. The provision covers distributions from IRAs, SEP … Read more...

News & Views

March saw it all, the Good and the Bad!

March saw it all, the good and the bad.  From the all-time high in the stock market on February 19th to the low for 2020 on March 23rd, the market lost 33.9% of its value.  Never has the market declined that much in such a short time.  The market moved rapidly … Read more