Posts Tagged: Taxes

Get a Fresh Start on Your Finances

Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new year off right with your money. more >

Highlights of the Latest COVID-19 Legislation

The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and more. more >

The CARES Act and Small Businesses

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 >

Key CARES Act Provisions for Individuals

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 >

You’ve Heard of the Prenup. What About a No-Nup?

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 >

6 Groups Impacted by the SECURE Act

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 >

5 Common Tax Myths Debunked

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 >

How to Maximize the QBI Deduction

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 >