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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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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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Recession Survival Guide
Over the years, I have written many articles on financial planning. Several of those have been “guides” to help readers through different stages of their life or lifecycle events. Two of those were the Retirement Survival Guide and Layoff Survival Guide. Over the last year or two, I have had many friends and clients ask about the pending […]
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Top 10 Tax Planning Ideas for 2019
As many of you know, I enjoy providing helpful tips for our newsletter and website.  I was on an AICPA Webinar hosted by Robert Keebler, CPA/PFS and he shared some great tax planning ideas for 2019.  Given that the Tax Cuts and Jobs Act of 2017 has some sections that are permanent and some that are temporary, I […]
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CBO Report Looks at Effect of Raising the Federal Minimum Wage
The federal minimum wage (FMW), currently $7.25 per hour, hasn’t increased since 2009—the longest stretch with no federal increases since 1938, when the minimum wage was created. Several presidential candidates as well as proposed House Bill H.R. 582, Raise the Wage Act, would raise the FMW. What effect would a wage increase have on wage […]
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Employee Stock Ownership Plan (ESOP)
Written By: Scott A. Bishop, MBA, CPA/PFS, CFP® What is an ESOP? An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees’ retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. […]
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Using Options in Your Financial and Investment Plans
Introduction The trading and tax rules for options are complicated, to say the least. The knowledge needed to truly understand options before starting to trade them or use them as a planning tool are also complicated.  In terms of tax ramifications, the tax consequences of an options transaction depends on many factors, including the investor’s […]
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