Tax news & monthly client alert
Tax news
At Bigelow & Company, our goal is to be your financial resource. Check back frequently for the latest financial and tax news.
Monthly client alert
Click the icons below to view each issue. To get the Monthly Client Alert in your inbox, fill out our contact form and check the box for “Monthly Client Alert”.
April 2021
IN THIS ISSUE: Considering a Roth IRA Conversion; Worker Classification is Still Important; Be Prepared for Taxes on SS Benefits; How the CAA Affects Education Funding
March 2021
IN THIS ISSUE: PPP Loans: One Year Later; Home's Where a Tax Break Might Be; Have a Foreign Account? Reconsidering Your Personal Emergency Fund
February 2021
IN THIS ISSUE: 6 Why the Child Tax Credit is so Valuable; Claiming the Home Office Deduction; Consider Taxes Before Moving Out of State; What is Your Financial Personality?
January 2021
IN THIS ISSUE: 6 Key Tax Q&As for 2021; Business Bartering is Taxable; Are You at Risk for Investment Fraud?; Twice as Nice: The Temporary Gift Tax Break
December 2020
IN THIS ISSUE: What's Your Taxpayer Filing Status?; Intrafamily Loans and a Family Bank; Handle Mutual Funds Carefully at Year End; Businesses Should Review Sales Tax Laws
November 2020
IN THIS ISSUE: Able Accounts Help Those With Disabilities; The Tax Impact of Business Property Remediation; Catching Up on Catch-Up Contributions; The "Hidden" Advantage of HSAs
October 2020
IN THIS ISSUE: The Pros and Cons of NQDC Plans; Beware of "Wash Sales" When Selling Securities; Is It Time For a Cost Segregation Study; Talking About the Sandwich Generation
September 2020
IN THIS ISSUE: AMT Less "Toothy" But May Still Take a Bite; Investors Beware; Review Your Estate Plan Following a Major Shock; College Savings Showdown; Reporting a Disaster's Effects on Your Financial Statements
August 2020
IN THIS ISSUE: Protecting Risks Vs. Benefits of Life Insurance Loans; Is Your Portfolio Ready for a REIT?; Taking Distributions From Your Traditional IRA
July 2020
IN THIS ISSUE: Protecting Yourself From Opportunistic Fraud; Don't Forget About the Payroll Tax Credit; Charitable Giving in a Time of Crisis
June 2020
IN THIS ISSUE: Don't Forget About Your 2019 Tax Return; Keeping Up With the Net Operating Loss Rules; Should You Digitize Your Tax and Financial Records?
May 2020
IN THIS ISSUE: Rolling Over Capital Gains Into a Qualified Opportunity Fund; Heed the Lessons of Your Tax Return and Check Your Withholding; Benefit With a Twist; A Large Unpaid Tax Bill Could Put Your Passport at Risk
