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Articles

STA Weekly Report – The Earnings Impact of COVID-19
INSIDE THIS EDITION:The Earnings Impact of COVID-19Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center401k Plan Manager We already know that COVID-19 has had a major impact on markets over the last 8 weeks. Volatility has been elevated, stocks across most industries are down sharply, and investors are on edge as the economic impact of […]
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Coronavirus / COVID-19 Resource Center
Over the last several weeks, the team at STA Wealth has attempted to keep our clients apprised of updates related to the markets, economy, government, tax, retirement and other changes impacting us during this difficult time. As the Coronavirus (COVID-19) pandemic continues to spread, its impact on businesses and individuals has been significant. Stay up-to-date […]
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5 Things Small Businesses Should Know About COVID-19 Disaster Loan Relief
Small businesses across the nation continue to be significantly impacted by the Coronavirus (COVID-19) outbreak, leaving them in need of financial assistance to stay afloat. As part of its Economic Injury Disaster Loan Program, the U.S. Small Business Administration (SBA) is providing low-interest working capital loans to small business owners affected by COVID-19. If you […]
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Personal Document Locator – Getting Organized!
Part of financial planning is getting all of your information and documents in order.  Our clients know that one of the first things we have them do is give us a listing of their family, assets, income, expenses and financial planning objectives.  We use that to help them create an online plan through our financial […]
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COVID-19 Coronavirus: Important Tax Notices and Updates Taxpayer Relief – Tax Year 2019 – Notice 2020-18
Finally! Some good news for those affected by the current Coronavirus pandemic.  As the COVID-19 virus pandemic continues to spread across the globe, the United States Treasury and Internal Revenue Service are taking measures to provide US Taxpayers with some financial relief.   On March 13th, 2020, President Trump issued an Emergency Declaration for the nation […]
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Families First Coronavirus Response Act Signed into Law
Introduction It has been hard to escape the impact of the Coronavirus and the effect on the markets, the economy, and to our friends and family.  I met with Rolando Garcia, JD/CPA at Doeren Mayhew to discuss the Families First Coronavirus Response Act that was just signed into law.  The following discussion shares what has […]
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Using Qualified Opportunity Zones both as a Tax Strategy and Investment
By Scott A. Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA February 21, 2020 Introduction As part of the 2017 Tax Cuts and Jobs Act (“TCJA”), Congress enacted legislation designed to help underserved communities by incentivizing investors with tax benefits encouraging them to deploy capital in Qualified Opportunity Zones (“QOZ”).  The goal was to […]
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Financial Planning Goals for 2020
The beginning of each year presents a unique opportunity to self-reflect about whether your Financial Plan is on track. Many of us set “New Years Resolutions” with no true actionable goal or follow-through.  Remember a goal without a plan is just a wish! With that in mind, especially given recent tax law changes and the […]
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Secure Act of 2019
Setting Every Community Up for Retirement Enhancement The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping […]
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Year-End Tax and Financial Planning Ideas
The end of the year presents a unique opportunity to self-reflect about your personal financial planning situation. With factors like tax law changes, life changes, or simply working towards your goals, now is an especially important time to review things. It is always a good time to see if you are on-track at your stage […]
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Phone:

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Phone:

281.652.5303

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