Is Your Income Just Over the Threshold for the $1,400 Stimulus Check? Tax Preparers Have Tips to Help You Qualify

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by Market Watch to discuss what some taxpayers may be able to do to qualify for the latest round of stimulus payments. 

Article Excerpt: “The IRS will be first to tell you you’re perfectly in your purview” to work within the rules as they are written, he added. “These are not loopholes. These are not shenanigans.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.