$3.5 Billion Budget Plan Gets House Approval

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Posted 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 […]

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Company Stock and Your Retirement Strategy

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Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

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Grandparent 529 Plans Get a Boost Under New FAFSA Rules

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Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

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August 2021

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Posted on August 11th, 2021

Monthly Market Recap The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various […]

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July 2021 Market Recap

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Posted on August 5th, 2021

The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues.   […]

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$1.2 Trillion Bipartisan Infrastructure Plan

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Posted 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 […]

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Small Business Tax Fairness Act

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Posted 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 […]

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PPP Loan Forgiveness Made Easier

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Posted 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 […]

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Tips for Managing an Inheritance

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Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

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2021 Child Tax Credit

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Posted 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 […]

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