Archive for December 2020

Scott answers your burning questions about the second stimulus!(filmed December 23, 2020) How much will you receive and when? What determines that amount? Are the payments taxable? What about PPP loans?…

Scott wants to hear from YOU! We want to continually be an educational resource for our clients and prospective clients. What do you want to hear about as we go into…

Scott has a challenge for you in the month of December. Watch as Scott discusses the importance of knowing how much you spend and the impact inflation has over time.…

There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…