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Tuesday, Jan. 12, 2021
President-elect Joe Biden released his tax plan before the election, promising to repeal some of the major tax changes from 2017. Due to the country’s current state, Congress’s first focus will be on more pandemic-related economic relief. It is likely that the Biden administration will not consider tax policy changes until later in the year.
Monday, Dec. 14, 2020
2020 has been a challenging year for Americans, mentally, physically and financially. It will likely go down in history as “the year of uncertainty.” Even as we write this article, much remains unknown concerning the county’s physical heath and the future balance of power in our legislature.
Monday, Dec. 14, 2020
The year 2020 is finally coming to an end, and it is time to start looking forward to 2021. However, it would be wise to look at your investment portfolio before the end of the year for potential taxsaving opportunities. Start by reviewing the various sales you have realized this year on stocks, bonds and other investments.
Tuesday, Nov. 17, 2020
Keep in mind, this article is for informational purposes only and is not a replacement for real-life advice. Make certain to contact a tax or legal professional before modifying your tax strategy. The ideas presented are not intended to provide specific advice.
Monday, Oct. 5, 2020
Entering the year, many thought 2020 would be a year of vision and purpose. No one knew a global pandemic would shake the foundations of the way we work, learn and play. The tumult of 2020 left an indelible mark for sure.

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