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Two Major Tax Opportunities for Business Owners

Posted by Bill Hufnell, CPA, CFP® on August 14, 2020
Earlier this year a new federal income tax act was passed called the Coronavirus Aid, Relief and Economic Security Act, The “CARES Act.” The act provides two tax planning opportunities that many business owners could benefit from.
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Topics: Tax News, Business Owner News

The CARES Act

Posted by Samantha Sachs, CPA on March 30, 2020
This past Friday, the House of Representatives passed the CARES Act, and President Trump signed the bill into law. The law contains many tax law changes and much needed economic measures. Below are some of the key provisions in the Act.
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Topics: Tax News, Retirement Planning, Business Owner News

Tax Deadlines Delayed Due to Coronavirus

Posted by Bill Hufnell, CPA, CFP® on March 23, 2020
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 ...
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Topics: Tax News

New Tax Limits for 2020

Posted by Bill Hufnell, CPA, CFP® on February 03, 2020
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 ...
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Topics: Tax News

8 Ways the SECURE Act Could Impact You

Posted by Bill Hufnell, CPA, CFP® on January 03, 2020
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.
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Topics: Financial Planning, Tax News, Retirement Planning

With Tax Planning, It Pays to Think Ahead

Posted by Bill Hufnell, CPA, CFP® on November 07, 2019
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 ...
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Topics: Financial Planning, Tax News

You May Be Diversified, But Are You Tax Efficient?

Posted by Bill Hufnell, CPA, CFP® on February 06, 2019
Earning a solid return on your investments is certainly important, but it’s not what you earn that counts; it’s what you get to keep – the amount after the tax bite.
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Topics: Investment News, Tax News

Fourth Quarter Market Review - 2018

Posted by Jim Kantowski, CFP®, CPA on January 08, 2019
  After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the ...
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Topics: Investment News, Tax News

Charitable Giving under the Tax Cuts and Jobs Act

Posted by Samantha Sachs, CPA on December 11, 2018
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Topics: Giving Back, Tax News

3rd Quarter Market Review

Posted by Samantha Sachs, CPA on October 09, 2018
The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report
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Topics: Investment News, Tax News