31 Search Results for: cares

  • Your Year-End Tax Checklist, Plus a Few Extras for 2020

    Posted on November 5, 2020

    A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

    Read more
  • The Comprehensive Guide to Estate Planning

    Posted on October 28, 2020

    An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

    Read more
  • Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

    Posted on October 19, 2020

    Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make …

    Read more
  • How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

    Posted on September 30, 2020

    As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

    Read more
  • Market Commentary: Fed Committed to Near-Zero Rates, S&P Dips

    Posted on June 15, 2020

    The S&P 500 dropped 4.7% last week on concerns the uptick in new coronavirus cases would persist and slow the economic rally. The surprising job growth reported two weeks ago suggested the economy was rallying more quickly than expected and boosted investor optimism. But the recent upti …

    Read more
  • How Social Security Fits into Your Retirement Plan

    Posted on June 10, 2020

    There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

    Read more
  • Roth Planning Opportunities in 2020

    Posted on May 22, 2020

    Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big …

    Read more
  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and …

    Read more
  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, …

    Read more
  • Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

    Posted on April 23, 2020

    You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

    Read more