Category
$3.5 Billion Budget Plan Gets House Approval
By Anne ZavagliaPosted on August 26th, 2021
The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]
Learn More$1.2 Trillion Bipartisan Infrastructure Plan
By Anne ZavagliaPosted on August 3rd, 2021
Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]
Learn MoreSmall Business Tax Fairness Act
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]
Learn MorePPP Loan Forgiveness Made Easier
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Administration (SBA) opened an online “Direct Forgiveness” portal on August 4th. The portal is designed to simplify the forgiveness process for borrowers […]
Learn More2021 Child Tax Credit
By Anne ZavagliaPosted on July 29th, 2021
The American Rescue Plan, signed into law by President Biden this past March, increases the child tax credit for 2021 for many taxpayers. Those with […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Anne ZavagliaPosted on July 7th, 2021
If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of it. Unlike pre-tax deferrals, […]
Learn MoreNew Legislation to Increase Retirement Saving
By Anne ZavagliaPosted on June 7th, 2021
Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]
Learn MoreChanges In Store for Estate & Gift Tax Planning
By Anne ZavagliaPosted on May 3rd, 2021
By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]
Learn MoreTax Increases on the Horizon
By Anne ZavagliaPosted on April 30th, 2021
President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]
Learn MorePaycheck Protection Program Extended
By Anne ZavagliaPosted on April 5th, 2021
The Paycheck Protection Program has been extended to June 30, 2021. The American Rescue Plan provided an additional $7.25 billion in funding to the program. […]
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