In addition to helping individuals, the CARES Act aims to prop up the economy by sustaining small businesses through the coronavirus pandemic. Find out about loan programs and tax provisions in the law. more >
To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student loans, unemployment insurance and more. more >
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >
The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >
Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more for their future, thanks to the new tax law. Learn how. more >
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why your business structure and compensation method matter. more >
With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >
