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13 results from “2021 taxes”

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U.S. 1040 form against a backdrop of a U.S. Treasury Check
U.S. 1040 form against a backdrop of a U.S. Treasury Check
U.S. 1040 form against a backdrop of a U.S. Treasury Check
INSIGHT
current market news
Biden proposes big spending, taxes with the American Families Plan

President Biden recently rolled out the American Families Plan (AFP), a $1.8 trillion proposal that is billed as “an investment in our kids, ou…

MAY 06, 2021 JAY RITTER YUNG-YU MA, PH.D.
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INSIGHT
Proposed tax changes update

Proposed tax changes update   We’ve known for a while that tax changes are coming but have been waiting for specifics.  While no l…

MAY 10, 2021 DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
Image of the Covid-19 stimulus check
Image of the Covid-19 stimulus check
Image of the Covid-19 stimulus check
INSIGHT
current market news
Stimulus – Quick hits

What happened? President Biden’s massive $1.9T COVID relief package was passed through the budget reconciliation process and signed into law…

MAR 11, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
Woman C-Suite executive looking at a set of financials
Woman C-Suite executive looking at a set of financials
Woman C-Suite executive looking at a set of financials
INSIGHT
current market news
Why You Should Consider a Dividend Recap Today

Why You Should Consider a Dividend Recap Today In his first address to Congress on April 28, President Joe Biden rolled out his vision for the Ame…

MAY 24, 2021 BRAD HERMAN, CFP®, AEP®, CHFC®
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Work Ahead! - The American Jobs Plan & Made in America Tax Plan

The American Jobs Plan is a set of proposals laid out by the Biden Administration that would spend $2 trillion over eight years with goals of rebuild…

MAY 19, 2021 YUNG-YU MA, PH.D.
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Tax legislation update - New details from White House budget

While legislation has yet to be proposed for any upcoming tax changes, last Friday the White House gave us more details on what they want, when it re…

JUN 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
Vaccine for Virus
Vaccine for Virus
Vaccine for Virus
INSIGHT
Beyond politics - Economic & scientific momentum continues

Election dust continues to settle Joe Biden has declared victory while President Trump continues to pursue legal challenges in multiple states. We…

NOV 09, 2020 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
Image of the U.S. Capitol and the stairs leading up to it.
Image of the U.S. Capitol and the stairs leading up to it.
Image of the U.S. Capitol and the stairs leading up to it.
INSIGHT
current market news
Implications of a Democratic Senate

The Senate races in Georgia have given Democrats complete but narrow control of Congress and changes the expected policy landscape. There is now grea…

JAN 07, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
Capitol pillars against a backdrop of U.S. Dollar signifying taxes
Capitol pillars against a backdrop of U.S. Dollar signifying taxes
Capitol pillars against a backdrop of U.S. Dollar signifying taxes
INSIGHT
wealth planning update
Start planning now for possible post-election tax changes

The elections are finally over. We are now waiting to see what tax legislation will be proposed, likely this Fall. To date, nothing concrete has been…

FEB 23, 2021 JAYNE HARTLEY