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There is Joy in Dependence

There is Joy in Dependence In recent weeks, the skies across the nation of America have been illuminated with fireworks, coupled with the sound of the firecrackers which adds a bit of energy to the annual July 4th celebration. ​Before you read further — as a reminder, the IRS is getting more stringent with the […]

Midyear Financial Checkpoint — Is It Time for Your Financial Check-Up?

I hope you are staying cool and hydrated during these summer days. What’s in this article? Ways to cushion the financial impact of the strikes in the Media & Entertainment industry. Items to consider for a Financial Check-up — our financial health is an integral part of our overall well-being. You may have already heard […]

There is Still Money on the Table — Take Steps to Reduce Your 2021 Tax Bill

Greetings, {6 minutes to read} I hope you are taking some time to enjoy the summer days — with care, Outdoor spaces are priceless.   First, if you received a PPP loan in 2020 and have not yet submitted your PPP loan forgiveness application, what are you waiting for? The process has been simplified for loans […]

Where Are We With Tax Reform? (Personal)

“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.” –  Richard I. Winwood    {5:12 minutes to read} Hope you are enjoying the warm sunny days of the season. I can’t help but wonder, is it just me, […]