COVID-19 Financial Updates & Information

Our first priority is helping you take care of yourself and your family during this uncertain time. This page will be used to keep you updated on important financial changes that may effect you. Each post will have an updated date at the top, so you can see how timely the information is. If you have any questions about the information, don't hesitate to call.

Cottage Grove Office: 541-942-7300

Eugene Office: 541-799-4468

We're here for you.

3/30/20 IRA Contribution Deadline Extended 

The new deadline to make your 2019 IRA contributions is July 15, 2020. 

3/27/2020 - Congress suspends Required Minimum Distributions for 2020

The Covid-19 stimulus bill included a tax relief for retirees. Required minimum distributions or RMDs will not be required for individual retirement accounts,  401(k)s, SEP IRAs, SIMPLE IRAs, and 403(b) accounts in 2020. 

If you have an automated RMD set up and would like it stopped, please call our office. 

3/21/2020 Tax Deadlines Extended 

The federal tax filing and payment deadlines have been extended in response to the COVID-19 outbreak. 

The new filing and payment deadline for Federal income taxes July 15, 2020

Please see the details on the IRS website :

State income tax deadlines are on a state by state basis. Here is a link to look up what your state deadline is:

Oregon has extended its income tax filing deadline to July 15, 2020