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Catherine Martz

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401(k) Plans, ERISA, SECURE Act 2, Tax
Catherine Martz | 1.25.2023

SECURE 2.0 Act – Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation

Learn more about Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation of the SECURE 2.0 Act.

401(k) Plans, ERISA, SECURE Act 2, Tax
Catherine Martz | 1.25.2023

SECURE 2.0 Act –Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors

Learn more about Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors of the SECURE 2.0 Act.

Coronavirus, Tax, Tax Impact
Catherine Martz | 1.18.2021

Consolidated Appropriations Act as it Relates to Individuals

Learn more about the key components of the Consolidated Appropriations Act that are related to individual taxpayers.

Fraud, Internal Revenue Service, Tax
Catherine Martz | 10.30.2020

The IRS Wants to Verify Your Identity—Wait, Is This a Scam?

Learn more about tax payer identification and whether or not IRS Letter 5071C is legitimate.

Internal Revenue Service, Not-for-Profit, State and Local Tax
Catherine Martz | 6.19.2019

Final Regulations on Charitable Contributions When a State or Local Tax Credit is Received

The Treasury Department and the Internal Revenue Service have issued the final regulations regarding charitable contributions for donors also receiving

Higher Education, Not-for-Profit, Tax, Tax Reform, TCJA
Catherine Martz | 1.2.2019

What's New Under TCJA for Education Expenses?

By now you know that the Tax Cuts and Jobs Act (TCJA) signed into legislation last December will have a major impact on your tax filings for the years

Tax, Tax Reform, TCJA
Catherine Martz | 11.28.2018

When is a Disaster a Tax Deduction?

It’s not your imagination--we are experiencing more weather and climate disasters than ever before. According to the website www.climate.gov, in

Tax, Tax Reform
Catherine Martz | 11.27.2018

Is My Home Mortgage Interest Still Deductible?

You’ve probably heard that significant changes have come to the tried-and-true Schedule A itemized deductions methodology we’re all familiar

Higher Education, Tax
Catherine Martz | 12.12.2017

Higher Education: So Many Costs, But Not All Qualify for Each of the Tax Benefit Programs

With multiple credits/deductions/education savings programs available to those of us with children in college, it’s confusing to know which costs

Internal Revenue Service, Tax
Catherine Martz | 11.13.2017

Pay as You Go, So You Won't Owe

The title of this article is the IRS’s catchy new slogan launched at the end of October to remind taxpayers that income tax should be paid in throughout

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