Three things business owners need to know about the CARES Act
The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.
Category: Taxes
Massive COVID-19 spending bill to help individuals, businesses
The Senate passed the CARES Act which provides emergency assistance for individuals, families, and businesses affected by the COVID-19 pandemic.
Five planning strategies for volatile markets
Volatile markets can present certain financial planning opportunities.
Video: Consider hedging against future higher tax rates with a Roth
Consider Roth IRAs and other tax efficient strategies when planning ahead for potential future higher taxes.
Video: Where are tax rates headed?
The need for additional government revenue will pressure lawmakers to raise tax rates in the future.
Tax planning is a topic for all seasons
There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.
Key figures that taxpayers need to know for 2020
The Internal Revenue Service recently announced the tax rates and contribution limits for 2020, including key figures that investors will want to consider.
The kiddie tax changes, again
The recently-passed SECURE Act provides for many changes to retirement accounts as well as changes to some tax-related items such as the kiddie tax.
Gauge your tax bracket to drive tax planning at year-end
There is one important number for investors to know that can drive tax planning strategies at year-end: their marginal tax bracket.
Year-end deadline approaches for opportunity zone tax break
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.