On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we’ll quickly cover the changes and how they might help you and your business.

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.

It is the middle of August and like most people you are probably enjoying the summer season. I particularly enjoy the long days, warm nights, and time with my family….

Full Article >>

Back in 2020, while COVID was raging on, Congress passed the Cares Act in order to provide relief for those businesses and individuals suffering from the negative effects that COVID…

Full Article >>

I am sure most of us are happy that 2020 is finally over with and we are moving on to a new year, 2021. However, let’s not celebrate too early….

Full Article >>