A concentrated stock position that has appreciated significantly carries real risk, and the tax bill is often what keeps people frozen in place. Working through it starts not with a strategy but with understanding your specific holdings, income, and goals, with the investment and tax work sitting at the same table.
Knowing who to turn to for help managing your finances can be challenging. A Certified Public Accountant (CPA) is a trained professional specializing in accounting and tax-related matters.
We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.
Given the current market decline, you may be wondering: is this stock market drop normal or is it unique?
While the nation mourns the conflict underway in Ukraine, we felt it prudent to provide some financial insight on your investment portfolios.
More than any other topic today, inflation seems to be top of mind for many. We want to discuss inflation, highlight the reasons for the recent increase in inflation, and provide a long-term outlook for inflation.
Last month, President Biden unveiled the American Families Plan. As part of the plan, Pres. Biden discussed how he intends to raise the revenue necessary to pay for his proposal.
2020 has been one of the most challenging and confusing years on record for investors. The swiftest market decline in history was followed by an abrupt, about-face recovery.
