17 Feb Tax Provisions for Individuals Included in the Consolidated Appropriations Act
The Consolidated Appropriations Act, 2021 (CAA) extended several provisions for tax relief for individuals. Most of these provisions were introduced...
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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...
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...