Business Owners: Is the Temporary Deferral of Employee Payroll Tax Worth It?

We explain how the payroll tax deferral could affect your business.
Market Minute – September 2020

For September, our Research analysts are paying attention to the valuations of companies, the standoff between the Democrats and Republicans over additional stimulus, and consumers’ attitudes. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this […]
How States are Reshaping Nexus Laws for Remote Employees Due to COVID-19

If you own a business and have employees working remotely, you may need to take a closer look at how nexus will be addressed.
3 Things to Consider Before Your Next Trip

Are you stir-crazy and just need to get away? Are you required to travel for business? Before you plan your next trip, read the three things you should consider.
Wealth Transition and Succession Planning: Best Practices for Businesses During COVID-19

Wealth transition and succession planning were always complicated processes—COVID-19 did not do it any favors.
Is Your Child Eligible for a $500 Economic Impact Payment?

If your child received Social Security, Supplemental Security Income, Department of Veterans Affairs or Railroad Retirement Board benefits and did not file a tax return for 2018 or 2019, they may be eligible for an Economic Impact payment.
A Tale of Debt, Deficit, and Inflation

The “Money Talks” hosts take a listener’s question, “Should we be alarmed by federal debt?” and provide a deeper look at our national debt and how it is “offset” by GDP growth.
Watch Out for Tax Penalties

With the July 15 tax filing deadline behind us, it’s time to start thinking about your 2020 taxes.
The Changing College Landscape

The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else.
Charity Volunteer Tax Breaks

If you volunteered your time for a charity or governmental entity during the COVID-19 pandemic, some deductions are permitted for out-of-pocket costs incurred while performing the services.