Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
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2022 Market Recap
The latest happenings.
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Eric Allee, MS-TAX, CPA
- Feb 10, 2021
- 3 min
Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Sara Stiles, MSFP, CFP®
- Jan 19, 2021
- 1 min
Tax-Efficient Exit Planning on Main Street
Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
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Sara Stiles, MSFP, CFP®
- Jan 5, 2021
- 4 min
Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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Sara Stiles, MSFP, CFP®
- Dec 14, 2020
- 3 min
Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
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Sara Stiles, MSFP, CFP®
- Nov 20, 2020
- 5 min
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
- Oct 18, 2020
- 3 min
Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15
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Sara Stiles, MSFP, CFP®
- Oct 8, 2020
- 5 min
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
- Sep 30, 2020
- 3 min
What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?
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Sara Stiles, MSFP, CFP®
- Sep 17, 2020
- 2 min
Student Loan Relief Extended Through End of Year
In August, the president signed a memorandum to extend federal student loan relief through December 31, 2020.
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Sara Stiles, MSFP, CFP®
- Aug 29, 2020
- 6 min
Investments: Basic Concepts
What does investing actually mean and why is it necessary? What should you do to get started?
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Sara Stiles, MSFP, CFP®
- Aug 29, 2020
- 9 min
Understanding Types of Investments
Stocks, bonds, cash equivalents, mutual funds, and ETFs - what do all these terms mean to you?
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Sara Stiles, MSFP, CFP®
- Jul 14, 2020
- 6 min
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
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Sara Stiles, MSFP, CFP®
- Jun 26, 2020
- 4 min
Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help you stay the course during turbulent times.
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Sara Stiles, MSFP, CFP®
- May 13, 2020
- 9 min
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
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Sara Stiles, MSFP, CFP®
- May 2, 2020
- 1 min
You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.
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Sara Stiles, MSFP, CFP®
- Apr 18, 2020
- 3 min
Using Retirement Plans Under CARES Act
The CARES Act allows individuals to use their retirement accounts for financial relief.
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Sara Stiles, MSFP, CFP®
- Apr 1, 2020
- 3 min
Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
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Sara Stiles, MSFP, CFP®
- Mar 27, 2020
- 1 min
Real Estate as an Investment: the why's and how-to's
Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.
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Sara Stiles, MSFP, CFP®
- Mar 26, 2020
- 2 min
COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!
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