facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

News & Insights

%POST_TITLE% Thumbnail

Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

You don’t give your money away for nothing. But that’s exactly what you do when you don’t take advantage of opportunities to minimize your taxes. One of the best ways to retain more of your wealth is to reduce the burden of taxation. And this isn’t something to deal with just once a year when tax day comes; ongoing tax planning can help you strategically reduce your tax bill so the IRS doesn’t get more of your money than they should.

Read More
%POST_TITLE% Thumbnail

The Payroll Protection Program: Should I Apply, What Expenses Qualify, and Do I Choose 8 or 24 Weeks?

For businesses that received PPP loans when they were first available, the time to apply for forgiveness has either come or is fast approaching. For those businesses that have yet to apply, the clock is ticking to do so. Am I eligible to apply? What has changed? How can I qualify to get the loan forgiven? These are many of the questions we have been asked over the past few weeks, and we have put together some answers to help guide you in making decisions on the PPP loan. Even if you aren’t a business owner, perhaps you know someone who could benefit from this information and can share it with them.

Read More