06 Jan Consolidated Appropriations Act, 2021 Offers Expanded Employee Retention Credit and Introduces PPP2
On December 27, 2020, the Consolidated Appropriations Act, 2021 for COVID-19 relief was signed into law by the president. Two...
Archive
04 Apr Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
09 Feb Tax Update: Retirement Planning
The federal government spending package that was signed into law on December 20, 2019....
10 Jul Business Owners: Start Planning Now for the Sale of Your Business
Successful business owners are well aware of the importance of good time management. Daily schedules that run like clock-work are...
16 Jul How to Maximize Charitable Giving Under the Tax Cut & Jobs Act
A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act....
19 Jan Tax-Loss Harvesting: Using Losses to Reap Benefits
Longfellow famously said, “Into each life some rain must fall.” In the world of investing, we modify that to, “Into...