SCS Tax and Insurance Services

Today is the 2019 tax extension filing deadline and my 21st year owning and operating a tax practice. It is also a day on which I was recognized as a Tax Expert by Intuit and asked to consult with some of their clients next tax season. #SCS

Blue Shield of California, one of my preferred health insurance carriers, will be providing over $50M in premium relief for customers. (See news brief within comments below.) #SomethingGoodToKnow #SCS

Three days of mail. What a waste.

Discussed the tax implications of converting a Traditional IRA to a Roth IRA today. Like I learned in Finance 101 many years ago....."There is no free lunch" folks. #SomethingGoodToKnow #SCS

I will be Zooming a presentation on "Understanding Medicare: The ABCDs" next Tuesday, 09/22/2020, afternoon. Contact me if you would like to attend. #NationalMedicareEducationWeek2020 #SomethingGoodToKnow #SCS

"Good Morning Steven, I truly appreciate your help in every way. You have no idea how much stress you have removed off my shoulders. I know it's your job. However, I feel it's important you're aware of the role you play in removing overwhelming confusion and feeling of hopelessness in mine and I'm sure others lives. Thanks A Million,"... New to Medicare Client 09/10/2020 See more

Orange County Moves Up from Purple to Red Tier for COVID-19. #SomethingGoodToKnow #SCS

Whether or not your employer adopts the Payroll-Tax Deferral Plan, know that it's a loan and not a free stimulus payment. (See link to memo outlining the plan within the comments.) #SomethingGoodToKnow #SCS

Continuing education.....It never stops at SCS Tax and Insurance Services. Re-certifying and evaluating plus plan options this month to be the "Best of the Best" for Medicare beneficiaries. Look for my article on Medicare next month during #NationalMedicareEducationWeek2020.

I received and followed up on three referrals seeking health insurance today. Thank you Matthew V Pixa, Beach Cities Business Group, and Wells Fargo!

That's a wrap for this unprecedented tax season! Time for a drink and a trip!

The tax year 2019 individual filing deadline is July 15, 2020 and is also the deadline to claim any tax year 2016 refunds. See the links within the comments below to learn about filing for an extension and claiming a 2016 refund. #SomethingGoodToKnow #SCS