(814) 536-7864

Make a Payment

Post Election Tax Planning & Strategies Webinar

Dec 2, 2020 | COVID-19, Webinars

[vc_row][vc_column][vc_video link=”https://vimeo.com/486457356/60a371ed4b”][vc_btn title=”Download PowerPoint Slides” align=”center” link=”url:https%3A%2F%2Fwww.wesselcpa.com%2Fwp-content%2Fuploads%2F2020%2F12%2FDecember-2-Wessel-Tax-Webinar.pdf”][vc_column_text]Our Post Election Tax Planning & Strategies webinar discussed the potential tax impact of the election on individuals, businesses, and their owners. We discussed both what was known at this time, as well as changes that will likely take place for 2021, and how to best plan for them ahead of time.[/vc_column_text][/vc_column][/vc_row]

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-death (POD) accounts can be a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit, and even brokerage accounts. Setting up such an account is as easy as...

Tax records: What can you toss and what should you keep?

Tax records: What can you toss and what should you keep?

Generally, the IRS has three years to audit a tax return, from the later of the due date of the return or the date you file. You can also file an amended return within this time frame if you overlooked something. Here’s what you need to know about keeping financial...