Ideally, your financial plan includes real estate, which offers the kind of attributes that will often take the pressure off the rest of your portfolio to perform. Having the right allocation of real estate in your portfolio provides enhanced diversification and non-correlation, (assets behaving in different ways, not related to the general markets at large) not to mention certain tax advantages, cash flow, and equity appreciation.

I decided to get some help. I hired a personal fitness trainer. I was amazed at the similarities of what he does with his clients and what I do with my clients.

If you have a High Deductible Health Plan (HDHP) then a Health Savings Account (HSA) could be a fantastic, tax savings tool to incorporate into your health care plan.

Can you predict the future? I suspect most of you reading this would say no. For those that would say yes, perhaps you need some therapy (humor intended).

Being such a diverse team, we truly enjoy and deeply appreciate other cultures and include this respect in our day-to-day business dealings as well. On a regular basis we congregate to celebrate the cultural heritage of our team members.

In a recent statement, the IRS noted that most taxpayers are issued refunds by the IRS in fewer than 21 days. If yours takes a bit longer, here are six things that may be affecting the timing of your refund

After a lot of talk, Congress did something. The Coronavirus Aid, Relief, and Economic Security Act, (CARES Act), a $2 trillion stimulus package to mitigate the impact of the Coronavirus pandemic was signed into law on Friday March 27, 2020

Right now, you should be focused on your health and well-being as well as your family’s. Please know we are working tirelessly to make sure you stay informed during this very eventful and confusing time. Our hope is that timely and factual news can support smart decisions on the tax and financial front, and in turn, reduce a measure of anxiety

The CARES Act creates a new type of loan for the United States Small Business Administration (the “SBA”) to administer. It is different from the disaster loans currently available through the SBA, as these loans are potentially forgivable up to 100% of the principal amount borrowed.

Business Tax Relief

Employee Retention Credits

Payroll Tax Deferral

Net Operating Losses

Business Interest Deductions