tax strategies charitable giving

Tax Strategies That Are Keeping Charitable Giving Alive

Byron T. Deese Tax Planning For Individuals, Tax Planning For Businesses 1 Comment

As expected, charitable giving by individuals began to wane after the Tax Cuts and Jobs Act (TCJA) increased the standard deduction for millions of taxpayers. While the strong economic growth …

life insurance

Life Insurance May Offer More than a Death Benefit

Byron T. Deese Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that some life insurance policies also …

When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Coronavirus, Economic Update, Investing, Tax Planning For Individuals Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

navigating stock market 2020

Navigating the Ups and Downs of the Stock Market in 2020

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Economic Update, Coronavirus, Personal Finance, Investing, Tax Planning For Individuals 1 Comment

These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives our processes at Glass Jacobson. …

market volatility

How to Navigate Market Volatility

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

With so much uncertainty facing the US economy, and the world, it is easy to let fear dominate investment decisions. When the market falls 30% in one month it’s natural …

small business coronavirus

Small Business Disaster Loan Program: Coronavirus Update

Tristan F. Spence, CPA, CVA Coronavirus, News, Tax Planning For Individuals, Tax Planning For Businesses Leave a Comment

On March 6, 2020, the President signed emergency coronavirus response legislation, which includes the Economic Injury Disaster Loan (EIDL) program, to help small businesses through this challenging time.   This guide answers …