Many Happy Returns

Tax season is upon us. By now you should have received all or most of your documents for preparing your personal returns. The IRS will start accepting them on Feb. 12 this year with April 15 the deadline. Join Stepp & Rothwell Principal Advisor Dan Shay as he discusses what you need in hand, and what you should consider, as you or your accountant prepare your tax return. He also explores some of the unique tax opportunities, expectations and realities brought on by the CARES Act.