The $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) was passed in March of 2020. It’s intended to help businesses and individuals financially hit by […]
The CARES Act and Your Retirement
Blog
Is a Roth 401(k) an Option for You?
The Roth option to traditional 401(k) retirement accounts was first available in 2006. Since then more and more employers are offing the popular addition to retirement […]
Maintaining a Good Credit Rating
Debt isn’t always bad. It give you the flexibility to take advantage of opportunities, to move ahead faster. And there are some important purchases you simply […]
Reducing Credit Card Debt
Americans have a staggering amount of credit card debt, often a result of coping with stagnant wages and rising costs. And let’s face it buying stuff […]
How to Maximize Tax Returns: 5 Secrets to Boosting Your Tax Return This Year
Tax season can be stressful since there’s a lot of work to be done and paperwork to go through. However, once you get a refund […]
Why Tax Planning Is Important For Businesses
Tax planning is crucial for the small or medium-sized business looking to mitigate the liabilities and risks that accompany their business transactions. This is especially […]
Are You Benefiting From Trump’s Tax Reform?
Only one in five U.S. taxpayers expect to pay less income tax this year as a result of the tax reform law passed in 2017 […]
New Client Referral Sweepstakes Drawing
As we close the books on another April 15th tax filing deadline, we want to extend our thanks for the opportunity to serve you. Whether […]
Building Solid Finance Strategies in 2019
A simple internet search about how to save money will render a plethora of information about getting out of debt, reducing your living costs, and […]
Business Leasing & Tax Advantages
Small business owners face a seemingly unending barrage of challenges. How do we know? As a partnering tax and financial planner for hundreds of businesses […]