35 Search Results for: cares

  • Breaking Down the Basics of ISOs

    Posted on October 27, 2021

    Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

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  • Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

    Posted on March 15, 2021

    The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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  • March Newsletter – Stock Train Rolls On: Assessing the Market Environment

    Posted on March 3, 2021

    There is an old saying — “if you’re watching the train, then you’re not on it.” Hence, like a highspeed locomotive, stocks continue to rumble forward as we conclude the second month of the year with record highs recently established among most major equity indexes.

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  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    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 we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

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  • 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 their doors permanently while many others struggle under the current conditions.

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  • January Newsletter – 2021: Robust Growth, Higher Inflation

    Posted on January 7, 2021

    The COVID-19 Recession is the weirdest we’ve ever had. There is no way anyone could have forecast it. It did not happen because the Fed was too tight. It did not happen because of a trade war. It was self-inflicted, caused by COVID shutdowns. And, in spite of a V-shaped bounce off the bottom – 33.1% annualized real growth in Q3, and likely 5%+ growth in Q4 – the economy is still smaller than it was a year ago.

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

    Posted on January 4, 2021

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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  • Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

    Posted on December 28, 2020

    The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult and economic urgency made signing the bill the logical choice. The need for additional support was evidenced by a 1.2% decline in disposable income (Figure 1).

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  • 17 Things You Need to Know About the New Stimulus Package

    Posted on December 23, 2020

    Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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

    Posted on December 3, 2020

    Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!

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