Posts Tagged ‘tax law’
Post-Election Tax Planning
Post-Election Tax Planning Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On November 5, a red wave appears to have swept through the country with Republicans winning the election for…
Read MorePlanning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreKey Provisions in the SECURE Act 2.0 (2022)
Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…
Read MoreMake Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Read MoreMarket Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
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