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COVID-19 Edition 1

Firstly and most importantly, we hope this communication finds everyone in good health and spirits. We have many clients and friends that are going through rapid swings in income and lifestyle, and we thank you all for your patience and help as we work through our own challenges!

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COVID-19 Edition 2

COVID-19 Edition 2 focuses on the CARES Act as we feel like it pertains to our clients. The bulk of the bill was focused on small businesses and typical taxpayers and the information relevant to our clients in this single bill is almost overwhelming from a planning standpoint.

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Happy New Year!

Happy New Year everyone! We’re hopeful and thrilled for a 2021 that – by all expectations – will be vastly better than 2020 was for many and we’re very excited to do our small (or big!) part to help make that happen for you!

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