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Articles

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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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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Caring for your Aging Parents
Mom? Dad? We need to talk Later this month I will be hosting a very important episode of the STA Money Hour with author and Journalist Cameron Huddleston.  I have been interviewed by and hosted past STA Money Hour shows with Cameron in the past on “Money Worries”.  This issue is near and dear to me […]
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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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