Beyond the Numbers

Our Beyond the Numbers blog is published with articles on a monthly basis.

The Gift of Grace

The Gift of Grace

After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else. Here are some creative ideas: Pay it...

New Tax Breaks Benefit Millions

New Tax Breaks Benefit Millions

The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year. Child tax credit (CTC) The CTC for 2021 increases from...

Late Tax Legislation Creating Havoc

Late Tax Legislation Creating Havoc

Congress' recent move to retroactively make a portion of 2020 unemployment income tax-free is creating havoc during this year's tax filing season. Here is what you need to know. Background Unemployment compensation was received by millions of Americans during 2020...

$1.9 Trillion Stimulus Package Details

$1.9 Trillion Stimulus Package Details

On Thursday, March 11 President Biden signed a $1.9 trillion stimulus bill into law. This historic legislation affects many aspects of our country’s economic recovery, and we wanted to share how it may influence your tax situation. Although this does not cover all the...

The New World of Bank Reconciliations

The New World of Bank Reconciliations

Here’s a look at the new world of bank reconciliations and some ideas to use to ensure your bank account is accurate. The bank reconciliation purpose In a nutshell, a bank reconciliation ensures your account is accurate. This is done by comparing all your activity...

Your Turn! New and Classic Board Games

Your Turn! New and Classic Board Games

Board games are making a comeback during the pandemic as everyone looks to stay engaged during more stay-at-home time. Here are four of the most popular board games of all time and a corresponding board game similar to the classic game that you and your family may...

Answers to Common Tax Questions

Answers to Common Tax Questions

With the April 15 tax filing deadline right around the corner, here are answers to some common tax questions.   When will I get my refund?  The pandemic and additional stimulus payments will, in all probability, delay refund payments. But as of now here are the old...

Your Identity is NOT Your Own!

Your Identity is NOT Your Own!

How companies use your identity and what you can do to protect it. One of the most valuable things you own is YOU. Your identity includes the basics - where you live, your age, and your gender. But it also includes your interests, who you know, and what you buy. So,...

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