Jun 3, 2021 | Charitable Giving, News, Personal Finance, Retirement, Tax
Background The Pension Protection Act of 2006 first allowed taxpayers age 701/2 or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their...
Jun 3, 2021 | Capaldi Reynolds & Pelosi, News
Calvin Longer is now a CPA! Congratulations, Calvin. Calvin’s career focus is Accounting & Auditing. We have three new Enrolled Agents: Beatrice Calen, Jason Mendick, and Chris Hill Chris Hill is also now Quickbooks certified. Chris must have been busy studying...
Jun 3, 2021 | Business Financial Consulting, Capaldi Reynolds & Pelosi, Healthcare, News
It is no secret that successful people surround themselves with experts. In the business of medicine, one often considered such an expert is a Certified Healthcare Business Consultant. So, when it comes to the business of healthcare, when should a medical practice...
Jun 3, 2021 | Capaldi Reynolds & Pelosi, News, Tax
Of my 30+ “tax seasons”, I think this was the most challenging, because Congress changed the law late in 2020 (not so unusual) and even well into the filing season, after millions of returns had already been filed. Two of those changes might result in tax refunds...
Jun 3, 2021 | Capaldi Reynolds & Pelosi, News, Tax
Are you still waiting for your income tax refund? It is that time of year when the fortunate among us are expecting refunds from the government. However, this anticipation can quickly turn to worry when the money you are expecting does not arrive. Federal refunds...
Jun 3, 2021 | Business Financial Consulting, Capaldi Reynolds & Pelosi, News
Restaurant Group DBA Tomatoes, The Lot, Done Take Out I caught up with Karen and Carmen on an overly humid May Thursday afternoon at the site their latest concept – born out of necessity – The Lot, located adjacent to Tomatoes’ Restaurant on the Margate Bayfront...
