The Breakdown Of Trust In New York/New Jersey Metro And How To Rise Above

I’ve written a fair amount over the past few weeks about all of the specific provisions in the CARES Act, related to economic stimulus checks, various tax savings strategies, financial implications, and then some. And I will continue to be covering these topics in the weeks ahead. But today I want to address you around this particular social moment we’re … Read More

The Breakdown Of Trust In New York/New Jersey Metro And How To Rise Above

New York/New Jersey Metro Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

It feels to me that we’re all in need of some good news. I have some great news for the young (ish) and the old (ish), but before I get there, I’d like to encourage EVERY person who is reading this: Keep your head in the game. Yes — we can so easily get caught up in seemingly-nefarious schemes on … Read More

New York/New Jersey Metro Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

Separating Truth From Fiction Around The Stimulus Payments For New York/New Jersey Metro Taxpayers

Now, more than ever, it’s important to keep your mind clear. With so many of us spending more time than ever online and on our devices, there are even more opportunities for falling — no, DIVING — into rabbit holes of distraction and unproductive emotion. Yes, I’m a local New York/New Jersey Metro tax professional. We’re not known for our … Read More

Separating Truth From Fiction Around The Stimulus Payments For New York/New Jersey Metro Taxpayers

What New York/New Jersey Metro Area Taxpayers Should Know About COVID-Related Scams

Anytime (like now) that there is a rollout of government assistance, we, here in New York/New Jersey Metro, can count on two things: 1)    Bumps in the road (it’s hard to manage many millions of people needing help) 2)    SCAMS I haven’t yet heard of any of my local New York/New Jersey Metro clients or friends being taken in by … Read More

What New York/New Jersey Metro Area Taxpayers Should Know About COVID-Related Scams

What New York/New Jersey Metro Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your “Economic Stimulus Payment”)… What next for New York/New Jersey Metro families and individuals? Please use these funds wisely. If I could sum up my advice for next steps, it would be this: act like you did NOT receive this payment. And, yes … some of … Read More

What New York/New Jersey Metro Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

Stimulus Checks and Unemployment Assistance For New York/New Jersey Metro Taxpayers

These are the days when the internet is not necessarily your friend. Let’s leave aside the very true fact that so many of the new, online substitutes for the “real thing” are a pale imitation of what we used to have, and that with more and more time spent online, there are more and more opportunities for time-wasting distractions and … Read More

Stimulus Checks and Unemployment Assistance For New York/New Jersey Metro Taxpayers

Stimulus Payments, Retirement Account Updates and Tax Changes for New York/New Jersey Metro Taxpayers

  Chances are good that you or someone you know and love has lost their job recently. You’ve also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch). This crisis has a steadily-unfolding nature to it, and is painful, however you are experiencing it. And no … Read More

Stimulus Payments, Retirement Account Updates and Tax Changes for New York/New Jersey Metro Taxpayers

The latest on when New York/New Jersey Metro taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Yesterday, we learned some news, and I thought I’d send you a short note for you to hear this (it is a welcome change). Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and $2,400 for joint filers). The initial rules were stating … Read More

The latest on when New York/New Jersey Metro taxpayers will get their stimulus check — and Social Security Beneficiaries too!

Lillian Turner-Bowman Clears Up Confusion Around The Stimulus Checks

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since. Bear with us … it is MASSIVE. But it’s also full of great benefits for New York/New Jersey Metro families and business owners (even those with a “side hustle”), so we’ve already been working on helping our clients … Read More

Lillian Turner-Bowman Clears Up Confusion Around The Stimulus Checks

An Important Stimulus Bill Update For New York/New Jersey Metro Taxpayers

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act. As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close. And it might help you VERY much, depending on your situation. I will have more to say early next week, once I review … Read More

An Important Stimulus Bill Update For New York/New Jersey Metro Taxpayers