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How to Finish Strong this Tax Planning Season

By Krista Thompson

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

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5 Things to Watch in the First Quarter of 2021

Posted on January 27, 2021

17 Things You Need to Know About the New Stimulus Package

Posted on December 23, 2020

How to Make Sense of Retirement and Estate Finance

Posted on December 22, 2020

Estate Planning for the Family Farm and Your Legacy

Posted on December 9, 2020

More Blogs

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

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Market Commentary

Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Bec …

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Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

Market Commentary: Federal Interest Rates Remain Low with No Increases Planned

Market Commentary: Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands

Market Commentary: Chinese GDP Grew in 2020; U.S. Corporations Outperform Q4 Expectations.

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Newsletters

Tax Tips for Business Owners in a COVID World

Posted on February 4, 2021

Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed th …

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Blog

How to Finish Strong this Tax Planning Season

5 Things to Watch in the First Quarter of 2021

17 Things You Need to Know About the New Stimulus Package

How to Make Sense of Retirement and Estate Finance

Estate Planning for the Family Farm and Your Legacy

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Market Commentary

Market Commentary

Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

Market Commentary: Federal Interest Rates Remain Low with No Increases Planned

Market Commentary: Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands

Market Commentary: Chinese GDP Grew in 2020; U.S. Corporations Outperform Q4 Expectations.

Newsletters

Newsletters

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

Your Year-End Tax Checklist, Plus a Few Extras for 2020

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

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