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- Videos
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Roth 5-Year Rule(s)
As with most parts of our tax code there are several nuances and caveats to be aware of, and one…
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FSAFEDS Special Enrollment Period (SEP)!
Opportunity for those with Dependent Care Expenses, and potentially others. In response to the American Rescue Plan Act (ARPA), as…
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2021 Tax Season Extension
In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…
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American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Congress had passed the…
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Another Round of Possible Stimulus: Should you rush to file your 2020 taxes or
Another round of stimulus is making its way through Congress. Although the bill hasn’t officially passed, it appears that the…
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2021 Tax Season
The 2021 Tax season is quickly approaching, and AXOS 1099-Rs are in the mail and available online. As time time…
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2020 Taxes: Read This Before You File
1099’s, W-2’s, and other tax documents continue to arrive. Our goal is to minimize the stress associated with tax season.…
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Exciting Changes at Mason & Associates
Mason & Associates is excited to announce that Thomas F. Blackburn (Tommy), CFP, CPA, PFS has gained partnership status in…
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Year-End Pandemic Relief, Stimulus, and Extenders
The United States Government passed the Consolidated Appropriations Act, 2021 on December 27, 2020. This piece of legislation keeps the…