2020 will forever be remembered as a year of major changes in how we live our lives, whether it be social distancing, or distance learning, or remote workplaces. And thanks to the Consolidated Appropriations Act of 2021 that Congress passed in late December and that Donald Trump signed into law on December 27… 2020 could…
When we hear the word “insider trading,” most people think of something illegal. Images of Martha Stewart being hauled off to jail in an orange jumpsuit start racing through our heads. But the fact is, it is not against the law to engage in insider trading. As long as you follow the rules, at least….
If you scan the financial headlines for 2020, it looks pretty grim. Whether it’s unemployment numbers… Or small businesses permanently closing their doors… Or even giant corporations filing for bankruptcy… And the list of major companies that have filed for bankruptcy so far in 2020 since the coronavirus shutdowns began is eye-opening and sobering. See…
And How to Prepare for What’s Next 2020 has been a financial rollercoaster. Early in the year, the economy looked to be strong and vibrant with historically low unemployment record highs in the stock market. By the end of February, fears over coronavirus started wreaking havoc on the market. And then in March, the financial…
Watch the video and you’ll see ugly $125,000 tax bills… Triple state taxes… Nasty tax penalties… Endless audits… And DIY tax mistakes that will make you cringe. With the (delayed) tax deadline coming soon, it’s important you know what’s at stake. You see, the U.S. Congress was trying to do a favor for taxpayers by…
It’s been 103 days since the first Coronavirus infection was reported in the United States. And 44 days since the first state-wide stay-at-home order. Since we’re all a little (or a lot) more isolated these days, it can feel good to know that you’re not going through this alone. That you’re not the only with…
During times of economic upheaval (like the Coronavirus pandemic is causing), it is essential to review, revisit and adjust your financial plan immediately. Whether your business or personal finances are blowing up or stable right now — this will be key to secure your finances and especially discern opportunity from distraction, manage risk, and capitalize…
Budgets are like diets for your bank account. They’re never fun, they mean a lot of restriction and denial, and worst of all — results are somewhere off in the future. And, oh yeah — they can make people super cranky too. If you’ve ever tried to put yourself on a budget (or a…
One of the most under-utilized provisions in the IRS tax code is the rule that allows you to go back three years and file an amendment. Why is it so under-utilized? Most people think tax amendments are only applicable if you OWE more money. Probably because that’s how the IRS promotes it in their…
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