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Archives for March 2021

The American Rescue Plan Act provides sweeping relief measures for eligible families and businesses

March 30, 2021 by Michael DiBernardo

The American Rescue Plan Act provides sweeping relief measures for eligible families and businesses

On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA). The $1.9 trillion law is intended to provide far-reaching relief from the economic and other repercussions of the ongoing COVID-19 pandemic. In addition to funding for testing, contact tracing, vaccinations, education, and state and local governments, the ARPA includes extensive relief […]

Filed Under: Estate

A revocable living trust works only if you properly fund it

March 29, 2021 by Michael DiBernardo

A revocable living trust works only if you properly fund it

A revocable living trust is often used to complement a will. For instance, you might transfer specific securities to the trust. Notably, these assets generally don’t have to go through the probate process, which can be time-consuming and expensive. Thus, a living trust enables your beneficiaries to receive some of your wealth on your death, […]

Filed Under: Estate

New COVID-19 relief law extends employee retention credit

March 25, 2021 by Michael DiBernardo

New COVID-19 relief law extends employee retention credit

Many businesses have retained employees during the COVID-19 pandemic and enjoyed tax relief with the help of the employee retention credit (ERC). The recent signing of the American Rescue Plan Act (ARPA) brings good news: the ERC has been extended yet again. The original credit As originally introduced under last year’s CARES Act, the ERC […]

Filed Under: Estate

Do you need to file a gift tax return?

March 22, 2021 by Michael DiBernardo

Do you need to file a gift tax return?

It’s tax-filing season and you’re likely focused on your income or business tax returns. But don’t forget about another type of return. In 2020, if you made substantial gifts of wealth to family members you may have to file a gift tax return. Filing a gift tax return Generally, a federal gift tax return (Form […]

Filed Under: Estate

Extended tax filing deadline provides relief to individual taxpayers and the IRS

March 19, 2021 by Michael DiBernardo

Extended tax filing deadline provides relief to individual taxpayers and the IRS

The IRS has announced that the federal income tax filing deadline for individuals for the 2020 tax year is extended from April 15, 2021, until Monday, May 17, 2021. The IRS extended the deadline to provide relief to taxpayers facing challenges as a result of the pandemic and because it’s grappling with a rising backlog […]

Filed Under: Emerging Tax Alerts

The American Rescue Plan Act has passed: What’s in it for you?

March 18, 2021 by Michael DiBernardo

The American Rescue Plan Act has passed: What’s in it for you?

Congress has passed the latest legislation aimed at providing economic and other relief from the COVID-19 pandemic that has haunted the country for the last year. President Biden is expected to sign the 628-page American Rescue Plan Act (ARPA), which includes $1.9 trillion in funding for individuals, businesses, and state and local governments. The ARPA […]

Filed Under: Estate

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