US Moves Tax Deadline to July

The United States is moving the tax deadline to July 15th, 2020, per an announcement today by US Treasury Secretary Steven Mnuchin.

The decision was made to help relieve the financial burden from the impact of the COVID-19 pandemic, however, US officials advise folks who have a tax return coming to file their taxes now!

Looking to make a tax appointment? Let’s get started right now!

Essential Functioning Hours During COVID-19 Executive Order

On March 23rd, 2020 the State of Michigan signed Executive Order 2020-21 regarding COVID-19. This order has limited the operations of non-essential businesses in the State. As a financial service business, we are deemed to be an essential business and will remain open...

Mark Your Calendar–Key Dates for the 2019 Tax Season

Whether you’re a bullet journaler or iCal person, Outlook user or whiteboard preferrer, these are the dates you’re going to want to know for completing your 2019 taxes.  ********************************* January 31, 2020 Deadline for W2s to be Mailed by an Employer...

Ashley Forrest’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my West Michigan clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to...

Forrest’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Total Cost of College for West Michigan Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

Thinking Through Real Estate Investments In West Michigan

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my West Michigan clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal about...

Ashley Forrest’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my West Michigan clients be...

How West Michigan Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

Five Productivity Tips for West Michigan Busy Bodies

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

Estate Planning For West Michigan Singles

Many of our West Michigan clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm not...