February 13, 2020 Moceri Minute

      Moceri Minute   Contribution limits for a health savings account (HSA) – both single coverage and family coverage has increased for 2020.   HSA limits for single coverage is $3,500 and for family is $7,100. If you are 55 or older you can add an additional...

February 6, 2020 Moceri Minute

      Moceri Minute   Did you change your 401(k) contribution amount for 2020?    This year you can defer $19,500 into your 401(k) plan. If you are over the age of 50 you can defer an additional $6,500 for a total of $26,000.   Please contact our office today if you...

January 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...

January 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...

January 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...

December 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...

December 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...