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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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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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Year-End Tax Planning Checklist – 2019
What are the appropriate checklists for year-end tax planning? From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax-related articles (summarized here). In August this year, we also published our Top 10 Tax Planning Ideas for 2019. The […]
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1031 Exchanges
1031 Exchanges What real estate investors should know before deciding to sell their real property This article will focus on the typical 1031 exchanges for most real estate exchange transactions when sellers wish to sell their business or investment property and reinvest their proceeds into another property.  Keep in mind there are other types of […]
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