We are living through a unique time in history. As cases of Coronavirus (COVID-19) continue to increase throughout the country, extreme measures are being taken to try to slow that spread. These precautions will mean massive disruptions to our daily lives that could last weeks. While this is a difficult and scary time, our focus should be on the health and well being of everyone, particularly those most at risk of this disease.

Finding the middle ground can be difficult, especially in the increasingly polarized world we live in today. From politics to the stock market, extreme opinions dominate the conversation. Social media and the ability to instantly share your views with millions of people across the globe has amplified this polarization. It’s easy to gain a massive following online by making extreme statements, which makes it difficult to keep perspective in the face of a dangerous situation.

Tax season is right around the corner and by now you have likely begun to receive tax documents we will need to file your 2019 tax returns. Before you submit your 2019 tax documents, we want to remind you of the following tax procedures and deadlines.

The investment markets certainly know how to close out a decade in style. Just as 2009 ended the first decade of the 2000’s with strong performance across asset classes, 2019 ended the most recent decade the same way.

It took months but the SECURE Act that passed the house by an overwhelming majority back in May was added to a spending bill and signed into law. How could it impact you?

With the federal estate tax exemption at a reduced level through 2025, what happens if someone makes gifts during this temporary period? The IRS recently clarified their position...