How the Expanded EIDL Program Can Help Your Small Business
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 05/07/2020 - 11:44
This program offers government-backed loans to help qualified businesses meet expenses and retain employees.
The CARES Act’s Special Charitable Giving Incentives
Posted by Chris Gullotti, CFP® on Wed, 05/06/2020 - 09:15
The Act offers several tax-advantaged reasons to give more in 2020.
Stemming the Epidemic of COVID-19 Scams
Posted by Michael Flaherty, CFP® on Tue, 05/05/2020 - 14:02
Shameless criminals and scammers are profiting from Coronavirus-related fears.
The Importance of Estate Planning in a Health Crisis
Posted by Joelle Spear, CFP® on Tue, 05/05/2020 - 13:50
An up-to-date plan can help you manage family matters during the current health crisis and prepare you for whatever the future may hold.
The CARES Act 2020 RMD Waiver: What You Need to Know
Posted by Michael Flaherty, CFP® on Mon, 04/13/2020 - 15:53
There are potential benefits to forgoing the distribution this year.
Tax Loss Harvesting: A Potentially Beneficial Bear Market Strategy
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 04/09/2020 - 12:08
Selling stocks at a loss may help you lower your taxes for years to come.
Should You Convert to a Roth IRA?
Posted by Joelle Spear, CFP® on Tue, 04/07/2020 - 14:35
If you've been thinking about converting some or all of your retirement account assets to a tax-free Roth IRA, now might be an optimal time.
Canby Financial Advisors Market Commentary for the Quarter Ended 3/31/2020
Posted by Christopher Borden, CRPS® on Fri, 04/03/2020 - 11:45
To state the obvious, a lot has changed in the first quarter of 2020.
The 529 Plan Tax Risk You Shouldn’t Ignore
Posted by Chris Gullotti, CFP® on Mon, 03/30/2020 - 09:02
If you used a 529 plan withdrawal to pay for your child's college expenses this semester and you received a refund of college costs, recontributing your withdrawal into your 529 account may help you avoid unwanted taxes.
Understanding the New Extended Tax Filing Deadlines
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 03/23/2020 - 15:09
You now have until July 15, 2020 to file your 2019 federal tax return and pay what you owe. But your state may not offer the same flexibility.