How Does Biden’s Tax Proposal Affect You? Part 1
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover The “Stepped Up Basis”- the changed value of an inherited assetThe “Gift and Estate” tax Gift...The Democrats won the House, the Senate, and the Presidency…
The Democrats won the House, the Senate, and the Presidency… What does that mean for your portfolio and markets headed into 2021? Dive in with Financial Advisors, Gabe Lapito and Ryan Gomendi. How a democratic government will affect the market Now that Democrats...
How will your tax return change this year?
Are you ready for tax time? While it isn’t really an exciting time, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be...
How will the new tax laws impact your retirement?
It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of the Tax Cuts and Jobs Act passed in late 2017 will take effect. That means next year will be a whole different...
Avoiding Tax-Related Identity Theft
If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and...Ready to Get Acquainted?
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