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Markets were largely flat over the past week, with major indexes little changed, while small-cap stocks stood out, with the Russell 2000 gaining roughly 2%. Policy uncertainty in the U.S. continues to add noise with tariffs, funding deadlines, and... on
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UPDATE: The U.S. Department of the Treasury and the Internal Revenue Service announced that Social Security beneficiaries who are... Read More
The CARES (Coronavirus Aid, Relief, and Economic Security) Act There is and will continue to be a lot of... Read More
by Connor Darrell CFA, Assistant Vice President – Head of Investments “There are decades where nothing happens; and there... Read More
Please read this entire message as it contains important details about our client services. The accompanying video is a... Read More
Receiving a gift or a bequest or other inheritance carries with it a unique set of federal income, gift... Read More
You may be aware that most homeowners are able to exclude up to $250,000 of the gain realized on... Read More
The IRS has issued guidance on a safe harbor for certain rental real estate businesses to qualify as a... Read More
The 2017 Tax Cuts and Jobs Act (TCJA) changed the provision for Roth IRA Conversion Re-characterizations. Upon retirement, you... Read More
Owning your own business can be very rewarding, both personally and financially. Being the sole decision-maker for this important... Read More
QUICK LINKS: Tie-Breaking Rules for Qualifying Child of More Than One Person | Earned Income Tax Credit Although the... Read More
When Congress passed the Tax Cuts and Jobs Act back in December, the standard deduction doubled and as a... Read More