Eviction Update and Mostly Good News

Monday, January 04

Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all. Yes, it's "just a date" on a Gregorian calendar, but ... 2021 holds great promise for investors. With the potential of easing lockdowns in our future (assu...


Last of the LAST Minute Tax Moves

Monday, December 28

It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night. And with year-end barreling at us (2021 is on FRIDAY), it's unlikely that you will be able to make substantive action THIS WEEK. But I did want to quickly high...


It's A Christmas Miracle!

Wednesday, December 23

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way. Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks. Even these early signals are still very goo...


Squeezing In All You Need To Do

Monday, December 14

We only have a few business days left before 2020 is in the rearview. Yes, my heart wants that to happen YESTERDAY, but my business brain wants it all. to. slow. down. Efficiency is on the brain for me. Business owners want to make sure their PPP paperwork is done right and want to make quick EOY...


2020 Year End To-Do List

Monday, December 14

2021 is hurtling at us, isn't it? May it ever come sooner. Well, except for this part: I'm here to remind you to plan now for how to best position your income, assets, and other revenues for the most favorable tax positions possible. Let's make some tax-smart moves before 2020 comes to a close. H...


Good News Depends On Where The Fence Is

Monday, November 30

There's both good news (for some) and bad news (for many) as we round the corner into December. And I'm not talking about our culture, or politics, or sports, or anything like that. I'm talking about TAXES. I'll start with the good news. This is applicable to some of my readers only, but it is ni...