Bay Point Wealth

“Am I going to be all right?” This question is what most people are trying to answer in the midst of current events. That’s completely understandable. That makes you human.

For small businesses and employers impacted by the coronavirus pandemic, there are some financial resources available to help you through this crisis.

Treasury Secretary Mnuchin announced last Friday the filing date for personal and business tax returns otherwise due on April 15th now have a due date of July 15th. So now, you don’t have to file or pay any federal taxes until the July 15th ...

The financial markets have plunged this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 1200 points on Thursday, it was down nearly 13% off its recent high.

Many of the annual limits and tax rates are adjusted for inflation each year. The IRS recently released the inflation adjustment amounts for 2020 amounts. Note that while some of the changes may seem immaterial, sometimes even small changes can save you thousands ...

Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.

We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the most benefit from tax planning, you need to consider ...

 

Jim was excited to golf alongside Andy Schindling in the 2nd Annual TCP Golf Tournament. Andy is the Founder & Executive Director of The Complete Player Charity, which aims to ...

Bond yield curves change as markets digest new information. Does an inverted yield curve tell investors anything meaningful about the timing and direction of equity market moves? What is a yield curve, and why are stock investors ...