$1.2 Trillion Infrastructure Spending 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) is opening an online “Direct Forgiveness” portal starting August 4th, 2021.  The portal will 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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June 2021 Market Recap

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Posted on July 7th, 2021

By Clint Edgington, CFA June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, […]

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Should you take advantage of a Roth 401(k)?

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Posted on July 7th, 2021

By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]

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