Effective September 30, 2025, the federal government will no longer issue paper checks for any federal disbursements — including tax refunds — and will require that payments to and from the IRS be conducted electronically, wherever allowed by law. Under the updated rules, businesses and individuals can no longer send paper checks to the IRS […]
COVID-19 Update
It’s clear that the COVID-19 crisis is rising and, while we here at Metcalf Hodges are not panicking, we do want to be prepared and have a plan in place to minimize potential impacts to our clients and our team. Currently, we are sanitizing the office every night. The reception area and main conference rooms […]
Metcalf Hodges is Moving to Barkley Village
We are excited to announce that Metcalf Hodges is moving its offices to a new location in Barkley Village. Our new address is 2115 Barkley Blvd, Suite 201 Bellingham, WA 98226 (formerly the Snapper Shuler Kenner Office). While we’ll miss working in downtown Bellingham, we’re excited about the new location and look forward to giving […]
Social Security Seminar
Join Metcalf Hodges, Northwestern Mutual, and PeaceHealth St. Joseph Medical Center for an estate planning seminar Wednesday, February 24, 2016. Hear about a recent US Treasury Regulation that allows a deferral on a portion of required minimum distributions from your IRAs. Learn what you need to know about your Social Security benefit options. Learn how […]
2016 Key Employer Highlights
Each year, Metcalf Hodges creates an employer reference guide with regulatory source references and general employer guidance for federal and Washington state employer tax issues. If you are looking for current filing deadlines, electronic filing and deposit requirements or annual limitation amounts, this guide is for you. If you have a specific situation or have […]
IRS Raises Asset Expense Threshold
Businesses may now deduct up to $2500 in asset purchases under new IRS guidance. In 2013, the IRS issued final Treasury Regulations related to tangible property used in a taxpayer’s trade or business or investment activity. The regulations took effect January 1, 2014 and were intended to clarify the rules related to capitalizing assets for depreciation […]
Stretch IRA benefits with a CRUT
LEAVE MORE TO YOUR HEIRS & BENEFIT YOUR FAVORITE CHARITY WITH A CRUT Currently, when someone leaves an IRA account to a non-spouse beneficiary, the beneficiary is required to take out required minimum distributions (RMDs) that are based on the beneficiary’s life expectancy. There is political pressure in Washington DC to limit RMDs for non-spousal […]
Metcalf Hodges Ski to Sea Team
The Metcalf Hodges team is preparing for another exciting Memorial Day weekend by participating in “America’s Adventure Race” – Ski to Sea. 2015 will be Metcalf’s third year participating in the outdoor adventure race recruiting a combination of employees, spouses, and friends to race the ~100 mile course from Mt. Baker to Bellingham Bay. […]