39 Search Results for: cares

  • How the Results of the Election Could Impact the Markets and Your Financial Plan

    Posted on November 5, 2020

    The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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  • Your Year-End Tax Checklist, Plus a Few Extras for 2020

    Posted on November 5, 2020

    A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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  • The Comprehensive Guide to Estate Planning

    Posted on October 28, 2020

    An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

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  • Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

    Posted on October 19, 2020

    Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make …

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  • How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

    Posted on September 30, 2020

    As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

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  • 3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

    Posted on September 2, 2020

    The last several months have tested us in almost every aspect of life. Markets continue to swing back and forth. For some, the workplace has moved to the home, while others are navigating a return to the office. Investors are wading through the emotions that come with life-altering challeng …

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  • How Retirement Planning Changed in 2020

    Posted on August 6, 2020

    How Retirement Planning Changed in 2020 The CARES Act, the SECURE Act, the most recently discussed HEALS Act – the government and the economy have worked together a lot in this past year. Unprecedented global events and the consequences in the market left many investors disoriented, to say the least.   The impact will be …

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  • Tax Planning in 2020: What to Expect This Year and Beyond

    Posted on June 26, 2020

    Tax Planning in 2020: What to Expect This Year and Beyond 2020 has been a new experience for tax filers. The April 15 deadline was pushed to July 15, RMDs were eliminated until 2021, and many businesses are dealing with unprecedented financial strain. With all the questions surrounding tax filing for 2020 and beyond, we …

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  • Market Commentary: Fed Committed to Near-Zero Rates, S&P Dips

    Posted on June 15, 2020

    The S&P 500 dropped 4.7% last week on concerns the uptick in new coronavirus cases would persist and slow the economic rally. The surprising job growth reported two weeks ago suggested the economy was rallying more quickly than expected and boosted investor optimism. But the recent upti …

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  • Why You Should Include Your Spouse In Key Business Decisions

    Posted on June 4, 2020

    Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …

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