IRS Delays Tax Filing, Payment Deadlines

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3 The delay follows continued disruption from the COVID-19 pandemic and a late start to the tax- Read More

Refresher on The Tax Cuts and Jobs Act

As we approach the tax filing deadline, CG Financial Services would like to provide you with a refresher on The Tax Cuts and Jobs Act that was signed into law in 2017. Download PDF  

Key Financial Data 2021

Kick off the new year in the right way by reviewing a 2021 Key Financial Data chart from CG Financial Services. Download PDF  

5 Year-End Strategies for Charitable Giving

By Debra Taylor, CPA/PFS, Esq. With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation. Many people have charitable inclinations, however, they do not realize the variety Read More