Month: December 2015

Executive Order #38 Updates

The New York State Appellate Court reversed the April 8, 2014 decision of the State Supreme Court in the matter of Agencies for Children’s Therapy Services, Inc. v. New York State Department of Health, et al. (“ACTS”), whereby covered providers conducting business in Nassau County were not required to file Executive Order 38 disclosures.  ACTS intends to take the matter to the State Court of Appeals to review to review the Appellate decision and re-instate the State Supreme Court original ruling.  Until that occurs, Nassau County providers contracting with New York State, who fall under the EO 38 requirements, would need to come into compliance with the Executive Orders regulations and filings.

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Charitable IRA Rollover Deductions for 2015

On December 18, Congress passed legislation that re-instates the Charitable IRA Rollover, which also makes this permanent and retroactive to January 1. Individuals who have not yet reached their IRA withdrawal minimum for the year can donate up to $100,000 from and IRA account, free from federal income tax.

Some notes:

  • Once an individual is 70 ½ years old, he/she can make charitable contributions from an IRA up to $100,000
  • Gifts count toward the IRA withdrawal minimum, which is required after 70 ½.
  • Transfers must go directly to the charity of choice
  • Gift must be made by December 31
  • It is recommended that you speak with a tax professional or financial advisor about charitable IRA rollover deductions.

For more coverage, click here.

Board Member Jeffrey Weir Named LIBN 40 Under 40

Congratulations to HWCLI Board Member Jeffrey Weir for being named one of Long Island Business News’ 40 Under 40. Jeffrey is the Director of Communications for PSEG Long Island, and joined as a Board Member in 2015. Since then, he has been a critical contributor to HWCLI; his efforts include the development of a new communication plan for the organization and expanding its disaster preparedness work.

Jeffrey Weir


National EITC Day is January 29th

Join us on January 29, 2016 to celebrate the 10th anniversary of National EITC Day and the kickoff of the 13th Annual Bethpage VITA Program. The event will take place at the Bethpage Federal Credit Union branch located at 170 Fulton Avenue in Hempstead from 10am until 2pm. Tax preparation services will be available to those who qualify for EITC. National-EITC-Day_2016

REPORT: Immigrant-inclusive State and Local Policies Move Ahead in 2014-15

Although loud, anti-immigrant voices have captured the headlines lately, there is a quite a bit going on locally and nationally to improve the lives of many immigrants by developing pathways to health care, legal services, education, and other vital services. Check out National Immigration Law Center’s newly released report, “Immigrant-inclusive State and Local Policies Move Ahead in 2014-15”.

To view the report, please click here.



Congress’ Tax Deal Makes EITC and CTC Improvements Permanent

On December 16th, 2015, Congress announced it had reached a bipartisan deal that makes permanent key provisions of the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC) that were set in expire in 2017. The CTC and EITC provisions in the tax extenders legislation increase the anti-poverty reach of the EITC and CTC by 20 percent, which will raise roughly 16 million people above or closer to the poverty line in 2018 and beyond, including up to 8 million children.

The package also makes permanent the American Opportunity Tax Credit (AOTC), which helps low- and middle-income families defray college costs.  Like the CTC and EITC improvements, the AOTC was set to expire at the end of 2017.

In the 2013 tax year, 162,428 households received EITC in Nassau and Suffolk counties which amounted to more than 352 million dollars in Earned Income Tax Credits. Research indicates that families mostly use the EITC to pay for necessities, repair homes, maintain vehicles that are needed to commute to work, and in some cases, obtain additional education or training to boost their employability and earning power.