September 16, 2021

Spending Proposals

I feel like each day or week, the tide turns on any spending bill that impacts our taxes, so full disclosure here: find a balance between […]
September 16, 2021

Too Hot to Handle: What’s Ahead for The Housing Market

The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures […]
March 14, 2021

2021 Federal Tax Amounts Limits

To help you stay informed of changes to federal tax amounts and limits, use this quick-reference sheet. Note: This sheet applies only to federal tax laws […]
March 14, 2021

2021 IRA Contributions, RMD’s, Retirement Plan & Social Security Limits Overview

To help you stay informed of changes to retirement plan and Social Security limits, use this quick-reference sheet. Note: This sheet applies only to federal tax […]
May 18, 2020

Beware of Stimulus Payment Scams

Beware of Stimulus Payment Scams Here’s what you need to know about stimulus payment processing in order to protect yourself from scammers: 1. Be alert for […]
May 18, 2020

Paycheck Protection Program

On Friday, legislation passed that includes a new loan program – the Paycheck Protection Program administered through the SBA – that provides up to $349 billion […]