End of Year Financial Planning

As we officially enter the month of November, it is hard to believe that Thanksgiving is just three weeks away.  Hopefully, this year brings back the celebration of holiday traditions and family gatherings.  However, before the sugarplums start dancing, we need to stay diligent and focus on year-end planning to ensure we are making sound […]

Takeaways from the Pandemic Relief Bill

Stimulus checks have been delivered based on 2019 tax returns, $600/person Business owners should review their ability to claim an Employee Retention Credit Unemployment adds $300/week extra to Mar 14; eviction moratorium now to Jan 31 The most overused word of 2020 was unprecedented.  Congress was anything but when it went down to the wire […]