The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020.

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2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

In a dramatic and emergency action to support the U.S. economy during the coronavirus pandemic, the Federal Reserve announced it would cut its target interest rate to near zero. And it announced it on a Sunday.Read More

If recent volatility is causing you to consider cashing out of your stock holdings, it may be worthwhile to pause and put recent events into perspective, using history as a guide.Read More

Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 is April 15, 2020.Read More

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts a popular estate planning strategy for individuals with significant assets in IRAs and employer-sponsored retirement plans. Here are some of the changes that may affect your retirement, tax, and estate planning strategies. All of
these provisions were effective January 1, 2020, unless otherwise noted.Read More

See what is new for 2020: Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.

View Chart: https://www.aurochsfinancial.com/wp-content/uploads/2020/02/2020-Individual-Income-Tax-Planning.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

The Power of a Trust

Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes. Read More