The Four Uses of Money
Category: Financial Planning » Taxes
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Vaccine for Physician Pocketbooks
Category: Financial Planning » Taxes
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
Who Is Your Team’s Financial General Manager
Category: Financial Planning » Taxes
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
CARES Act Q&A
Category: Financial Planning » Taxes
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Clarifying the CARES Act for Businesses
Category: Financial Planning » Taxes
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
Who Should Care About the CARES Act? You!
Category: Financial Planning » Taxes
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Let’s Defrost Taxing Relationships
Category: Financial Planning » Taxes
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Maximize Your Limits
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Taxes
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Life is Full of Taxes
Category: Financial Planning » Taxes
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning » Taxes
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Taxes
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
Feed the Beast
Category: Financial Planning » Taxes