by Mike Kramer | Jan 23, 2020 | Moceri Minute
Moceri Minute Now that we are into the new year, it is a good time to review your Guardian and Wills. Review beneficiary designation forms, and review your life and disability insurance situation. Things may have changed since you set these things up. You...
by Mike Kramer | Jan 16, 2020 | Moceri Minute
Moceri Minute Did you have a baby in 2019? If so, they can affect your tax situation. There are a few credits available, the child and dependent care tax credit, the adoption tax credit, and the earned income tax credit. Depending on your income, many...
by Mike Kramer | Jan 9, 2020 | Moceri Minute
Moceri Minute Did you gift more than $15,000 to an individual in 2019? If so, you may be required to file a Gift Tax Return. Gifts to anyone other than your spouse that exceed the annual limit will reduce the estate exclusion rather than being taxed...
by Mike Kramer | Jan 2, 2020 | Monthly Tax Alerts
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by Mike Kramer | Dec 26, 2019 | Moceri Minute
Moceri Minute We will have limited office hours the week of December 30th, 2019. Our will be closed on Tuesday, December 31 and Wednesday, January 1, 2020. We will re-open on Thursday, January 2, 2020 at 8AM. We would like to wish all of our clients and...
by Mike Kramer | Dec 12, 2019 | Moceri Minute
Moceri Minute We are in the process of printing tax organizers for 2019. If you have moved, please make sure you have provided us with your current address. If you would prefer to receive your tax organizer electronically, please get in contact with us...
by Mike Kramer | Dec 5, 2019 | Monthly Tax Alerts
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by Mike Kramer | Nov 26, 2019 | Moceri Minute
Moceri Minute Happy Thanksgiving! Our offices will be closed for the Thanksgiving Holiday on Thursday, November 28 through Sunday, December 1, 2019. We will re-open on Monday, December 2, 2019, at 8AM. Have a wonderful Thanksgiving with family and...
by Mike Kramer | Nov 21, 2019 | Moceri Minute
Moceri Minute Are you contributing to your 401(k) plan? There is still time to contribute to your 401(k) plan for 2019. Remember you can contribute $19,000 this year tax deferred into your company’s 401(k) plan, and if you’re over 50 years of age,...
by Mike Kramer | Nov 14, 2019 | Moceri Minute
Moceri Minute Required Minimum Distribution If you are over 70 and a half, have you taken your 2019 Required Minimum Distribution? If you haven’t, time is running out! We can assist you with your calculation if necessary. Call our offices...
