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9 results from “ 2018 taxes”

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What’s your 2020 tax contingency plan?
What’s your 2020 tax contingency plan?
What’s your 2020 tax contingency plan?
INSIGHT
wealth planning update
Wealth Planning Update: What’s your 2020 tax contingency plan?

Post-election tax planning strategies you may need to consider. You can only plan so much for the unknown and that’s especially true when i…

SEP 30, 2020 STEPHEN WHITE
Ying and Yang made of Brown and White Rice
Ying and Yang made of Brown and White Rice
Ying and Yang made of Brown and White Rice
INSIGHT
outlook for financial markets
2020 Outlook: Less yin (dark), more yang (light)

“Let me tell you the secret that has led to my goal.  My strength lies solely in my tenacity.” - Louis Pasteur   Our 2019 Outlook “The only cer…

DEC 17, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
Capital
Capital
Capital
INSIGHT
wealth planning update
Coronavirus relief: CARES Act and tax filing extension

CARES Act In response to the coronavirus pandemic, Congress has enacted the CARES Act (Coronavirus Aid, Relief and Economic Security Act) which has …

MAR 30, 2020 NATHAN BYERS STEPHEN WHITE
woman working on computer
woman working on computer
woman working on computer
INSIGHT
Getting the most from Roth IRAs and Roth 401(k)

Roth IRAs have been in existence since 1998 and since 2006, the ability to make Roth 401(k) contributions has been permitted. Roth IRAs have several …

JUN 07, 2018
Image of man on computer
Image of man on computer
Image of man on computer
INSIGHT
Maximizing your government retirement benefits

Key facts to know about Social Security and Medicare If you’re thinking about retiring, enrolling in Social Security and Medicare will be high on yo…

AUG 08, 2018 MEGAN BISHTON
Image of man and woman
Image of man and woman
Image of man and woman
INSIGHT
Seven steps to effective 2018 tax planning

How the Tax Cuts and Jobs Act may affect your 2018 income tax  It’s the time of year again to consider steps you can take to potentially reduce your…

OCT 04, 2018
Business owner holding hammer
Business owner holding hammer
Business owner holding hammer
INSIGHT
Small business tax deductions and credits

Eight tax considerations for small business owners   As we enter the fourth calendar quarter, tax planning often takes center stage (it should be c…

SEP 26, 2019
calculator and paper
calculator and paper
calculator and paper
INSIGHT
wealth planning update
Wealth planning opportunities in volatile times

Market volatility and economic uncertainty can be unsettling even for the most sophisticated of investors.  But with disruption often comes oppo…

MAR 30, 2020