Don’t Miss Out on Year-End Tax-Planning Opportunities
2020 has given rise to more than the usual tax-planning opportunities. You’ll need to act before the end of the year to take advantage of the tax benefits and strategies available for 2020.
Sharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.
Beware of New Text Scam Related to Stimulus Payments
The IRS has warned taxpayers of a clever scheme by internet scammers to dupe taxpayers into revealing their bank account information under the guise of receiving the $1,200 Economic Impact Payment (EIP) that Congress authorized last Spring.
SBA Questioning PPP Borrowers with Loans Over $2 Million
We provide details on the SBA’s audit process for PPP Loans of $2 million or more, as well as the Loan Necessity Questionnaires that will be issued.
3 Questions to Consider During Open Enrollment
You can get the most out of open enrollment if you take the time to reach through the information before making any decisions.
5 Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you…
Is That Inheritance Taxable?
We provide an overview of issues related to being the beneficiary of an inheritance.
12 Financial Metrics Small Business Owners Should Track
We list 12 metrics that are extremely beneficial in helping you understand where your money is at any time.
Seeking Sun or Savings? Explore a Retirement Move
A high cost of living can become a bigger concern in retirement, when you may need to stretch a fixed income or depend solely on your savings for several decades.
IRS Releases Inflation Adjustments for 2021
Each year, the IRS to adjust the tax rates, standard deductions, and a variety of other tax related numbers to cope with inflation.