Tax Reform Puts a Cap on Deducting Business Losses
Let’s be clear. Business losses are allowed in 2018. “Excessive business losses” are treated as net operating losses. Learn more in this week’s Business Tip.
Checking Your Federal Refund Status Is Easy
Nine out of 10 taxpayers typically receive refunds in fewer than 21 days when they use e-file with direct deposit. Where is your refund? Learn how to find out in this week’s Tax Tip.
Volatility Can Provide a Planning Opportunity
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
Market Roundup: Positive Week As Trade War Fears Were Soothed
Stocks kicked off the second week of April, trading higher throughout much of the day before strong selling in the final hour pared back much of the day’s gains after reports that federal investigators searched the office and home of President Trump’s long-time lawyer, Michael Cohen. The Dow Jones Industrial Average was up more than 440 points, or 0.19%, before the selling started,
What is the difference between a W-2 form and a W-4 form?
W-2 W-4. Nope, not R2-D2’s cousin. Something much scarier: Tax Forms related to income. Good news is they’re pretty innocuous. We explain the difference in this week’s Question of the Week.
First-Year Start-Up Tax Issues
Some of the most common stressors encountered by entrepreneurs involve tax liabilities. We give tips that every entrepreneur needs to know in this week’s Business Tip.
Can’t Pay Your Taxes by the April Due Date?
Don’t have the cash to pay the IRS? You have a few options to pay what you owe. Whatever you do, don’t ignore your tax liability!
Market Update for April 2018
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to recap the market movements for March, including the recent volatility. Looking ahead at GDP, inflation and first quarter earnings.
Pickup in Volatility is Not Cause for Worry
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to take a deeper look into the market’s recent decline, including proposed tariffs, presidential cabinet upheaval, basic economic indicators, valuation, and The Federal Reserve’s quantitative tightening.
Market Roundup: Despite Mid-Week Rally, Indices End Week Lower
April kicked off with heavy selling across U.S. equity markets with all major indices off more than 2% on Monday. The Nasdaq 100 dipped negative year to date for the first time in 2018, and 10 of 11 S&P sectors were lower on the year…