Dec 2, 2020 | Estate Planning, Estate Planning PENDING, Uncategorized
Avoid These Four Estate Planning Transgressions December 9, 2020 1. You Don’t Update Beneficiary Forms Your will spells out who gets what, where, when and how. But a will is often superseded by other documents like beneficiary forms for retirement plans,...
Dec 2, 2020 | Tax, Uncategorized
Age Does Matter When it Comes to Tax Obligations December 18, 2020 One of the elements that make our Federal Tax Code so hard to follow is that different laws apply to you based on you or your dependents’ age. To help you navigate through some of this...
Dec 2, 2020 | Business, Uncategorized
Using Depreciation to Control a Loan Forgiveness Tax Surprise December 15, 2020 Many businesses struggling during the pandemic took out Small Business Association Payroll Protection Program loans (SBA PPP loans). The SBA’s willingness to forgive...
Dec 2, 2020 | Savings, Uncategorized
Ideas for Better Savings Rates December 22, 2020 Before the housing bubble burst in 2008, you could find high yield savings accounts that were paying rates over 5%. Today? These same banks are paying less than 0.10% So where are you supposed to put your...
Dec 2, 2020 | Uncategorized
A Happy Banker Makes for a Happy Business December 7, 2020 With the onset of COVID-19, small business banks are more nervous about potential loan losses than ever. Here are several tips for your business to maintain a great working relationship with your...
Dec 2, 2020 | Uncategorized
Common IRS Surprises December 4, 2020 No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself in and what to do about them. An Expected Refund Turns into a Tax...
