Is your portfolio ready for a REIT?
The stock market’s rollercoaster ride this year, spurred largely by the COVID-19 crisis, has many people craving stability. If volatility makes you nervous, it’s important to maintain a diversified portfolio …
Tax Return Deadline Quickly Approaching
The 2019 tax return deadline has been extended to July 15, which will be here before you know it. If you intend to file by July 15, please provide your …
Remember Your 2019 Tax Return
Earlier this year, in response to the novel coronavirus (COVID-19) crisis, the IRS postponed numerous federal tax filing and payment deadlines. If you took advantage of the extra time, it’s …
Net Operating Rules for Small Business Owners
When a trade or business’s deductible expenses exceed its income, a net operating loss (NOL) generally occurs. When filing your 2019 income tax return, you might find that your business …
Tax Filing Marriage Penalty
One byproduct of the Internal Revenue Code is that the tax liability of married couples who file jointly may be more than their combined tax liabilities would be as single …