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Category Archives: Blog

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May122021

How Biden’s Proposed American Families Plan Might Affect You

Blog, TaxBy Editorial TeamMay 12, 2021

President Biden presented his proposed American Families Plan (AFP)—his wish list of changes; however, Congress will need to draft legislation that will have to pass in both houses before becoming law.

May72021

Restaurant Revitalization Fund: Tax-Free Grants for Restaurants

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamMay 7, 2021

It’s no surprise that the coronavirus pandemic significantly hurt the restaurant and hospitality business sector. The Restaurant Revitalization Fund—part of the American Rescue Plan Act—is designed to help eligible businesses keep their doors open.

May62021

Home-Sweet-Home Equity

Blog, Your HomeBy Editorial TeamMay 6, 2021

Even if you still make mortgage payments in retirement, the equity in your home is a valuable asset. In this week’s Financial Tip we explore the opportunities that come with home equity.

May52021

The Tax-Filing Deadline Is Around the Corner

Blog, TaxBy Editorial TeamMay 5, 2021

As a reminder to those who have not yet filed their 2020 tax returns, May 17, is the due date to either file a return (and pay the taxes owed) or file for an automatic extension (and pay an estimate of the taxes owed). Normally April 15 is the due date, but this year the IRS extended it until May 17. 

Apr302021

Your QuickBooks Company File Is the Key to The Kingdom! Keep It Safe from Fraud

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamApril 30, 2021

It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any of your funds.

Apr292021

Growing Interest in Socially Responsible Investing

Blog, Investment SelectionBy Editorial TeamApril 29, 2021

Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets. This upward trend suggests that many people want their investment dollars to pursue a financial return and make a positive impact on the world.

Apr282021

Refund Statute Expiring: Don’t Miss Out!

Blog, TaxBy Editorial TeamApril 28, 2021

If you’re due a federal tax refund for 2017, time is running out for you to claim it!

Apr232021

SBA Raises Loan Limit For COVID-19 EIDL Loans to $500,000

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamApril 23, 2021

The U.S. Small Business Administration (SBA) is expanding loan opportunities so that nonprofits and small businesses will be able to borrow up to $500,000 for up to 24 months.

Apr222021

How Well Do You Understand Retirement Plan Rules?

Blog, RetirementBy Editorial TeamApril 22, 2021

Take this 4-question quiz to see if you understand retirement plan rules.

Apr212021

Owe Taxes and Can’t Pay by the Due Date?

Blog, TaxBy Editorial TeamApril 21, 2021

If you are unable to pay the tax you owe, it is generally in your best interest to make other arrangements to obtain the funds for paying your taxes. We explore a few options to consider in our Tax Tip.

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