Regulation CC Funds Availability Change, Effective 7/1/20 
Amounts made available for withdrawal on the 1st business day after checks deposited is increasing from $200 to $225 and $5,000 to $5,525 on large deposits.
For more information, please contact us.

All of our locations will be closed on Saturday, July 4, in celebration of Independence Day.

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On Our Minds

Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients.

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Don’t Let Tax Time be Scam Time

The Internal Revenue Service warns taxpayers to be alert to unscrupulous tax return preparers promising inflated tax refunds. This is a common scam tactic during filing season, so be wary if your tax preparer says he or she can get you more money than their competitors or boasts of refunds substantially larger than you have routinely seen.

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