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Thanksgiving 2020 – Happy Holidays!

This year we achieved many honors in the firm. While we are grateful to be recognized for our work by our industry, what has been far more valuable to us is to be recognized by our clients who gave us a record number of prospective client referrals this year.

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Proactive Year-end Tax Planning for 2020 and Beyond

2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes. It is also a presidential election year, so investors might want to think about potential future tax strategies. Although it will take more than a change in president to enact tax laws changes, it is always wise to educate yourself in advance.

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The Market Sell-Off and Coronavirus: An Investor’s Perspective

Investors have now experienced their first disruption of the year: The Coronavirus. The investing experience is no stranger to unexpected surprises and on Monday, February 24th, all three major equity indexes fell over 3%. The -3.35% return for the S&P 500 was the worst daily performance since February 2018.

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Filing 2019 Income Taxes and Planning for 2020

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients.

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