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November Newsletter


Here are your Articles for November 5, 2021.

Taxpayers can find legitimate charities using the Tax Exempt Organization Search tool

When taxpayers decide to support a cause they care about, they want their donation to do as much good as possible. Doing some research can help ensure donations go to legitimate and qualified charities and help donors avoid scams. The IRS’s Tax Exempt Organization Search tool, is a great place to start.



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Common tax scams and tips to help taxpayers avoid them

In recent years, tax schemes and scams have been on the rise. Con artists work year-round which means taxpayers must remain vigilant to avoid being victimized. Here are some tips to help people recognize and avoid some of the most common tax-related scams.



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IRS announces 401(k) limit increases to $20,500

The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS today also issued technical guidance regarding all of the
cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2022 in Notice 2021-61, posted today on IRS.gov.



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Prioritize Your Insurance Needs
Some types of insurance coverage are essential, such as auto insurance if you drive a car or a homeowner policy if you own a home. But other types are strictly a matter of priorities and depend on factors such as your age, health and family members. How can you begin to sort it out?


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Host a Family Meeting To Discuss Your Estate Plan
They say everyone has a secret or two. If you’re a family business owner, one thing you don’t want to be a secret is your estate plan. Ideally, family members should have a pretty good idea what to expect when the time comes. This article advises business owners to hold a meeting involving family and a trusted advisor to discuss an estate plan and the reasoning behind it.



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ERISA Basics for Employers
For U.S. employers that offer any kind of pension benefits to their employees, it’s critical to have an understanding of the Employee Retirement Income Security Act of 1974. The failure to know what the landmark law says about employer obligations and responsibilities may lead to significant liability. This article discusses employer obligations for pensions as well as for health benefits.


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Reverse Mortgages Can Be a Potential Cash-Flow Solution for Seniors
There’s a trend among senior citizens to take out reverse mortgages on their homes. For those who qualify, reverse mortgages can be a nice source of supplemental cash. But homeowners should fully understand the tax implications before they sign on the dotted line. Here’s a rundown of how reverse mortgages work and how taxes come into play.


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