Capital Gains Tax Increasing for High Earners

As Congress continues to negotiate over budget and infrastructure legislation and key parts of President Biden’s domestic agenda advance, smart taxpayers will start planning for the potential tax code changes that will follow suit in order to finance the plan. (see my...

How a Biden Presidency Could Impact Your Taxes

As we head into the final week of the 2020 Presidential campaign it is important to examine how a Joe Biden victory could potentially impact your taxes in 2021 and beyond. Biden’s proposed strategy is to focus on the highest earners and particularly those that make...

Payroll Protection Program (PPP) Update

It is expected today that the President will sign bipartisan legislation to update the U.S. Small Business Administration (SBA) Payroll Protection Program (PPP) to make several changes to the rules governing the forgivable loan program designed to help small...

2020 – Update

One of the positives of having your birthday in mid-January is it gives you the opportunity to reflect back on the prior year (after the hoopla of the Holiday Season and Best of Lists has worn off of course) while simultaneously appreciating the benefit of being a...

Steps to Take in Preparation of (Impending) Recession

As another Summer comes to a conclusion, all you will hear from TV pundits and news articles is the next recession is impending. It seems a recession is always just around the corner! The Nostradamus of recession predictions is the Inverted Yield Curve which was...