529 plans can help reduce tax liability and pass wealth to future generations, while still allowing you to maintain control of the assets - get the details here.

Contact us to find out how a 529 plan may fit into your estate plan.

Contribution limits to Health Savings Accounts are set to increase for 2021.  This article contains additional information.

Do you have (or know) a child attending or preparing to attend Higher Education? Click here to read about applying for Financial Aid - including whether or not a 529 Plan excludes a child from receiving aid money.

The CARES Act was designed to “provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic.” Click here to read a brief overview of some pieces of the CARES Act that may be of interest to small business owners. 

The U.S. Small Business Administration has resources to assist small business owners as you navigate the COVID-19 waters. If you would prefer to utilize your local SBA, the Colorado SBA and Arizona SBA have information as well.

The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law on Friday. Click here to find out about the Recovery Rebates for individuals and married couples, as well as how the law impacts Unemployment Assistance, Required Minimum Distributions, Charitable Contributions, and more.

The IRS has extended the Tax Filing and Payment Deadlines for 2020, due to the ongoing Coronavirus Disease 2019 (COVID-19). You can read the answers to commonly asked questions here.

How long has it historically taken the Stock Market to rebound following global health epidemics? Find out here. Want more information? Contact us.

How have various Asset Allocations fared throughout the past (nearly) nine decades...through the Bull Markets, as well as the Bears? The attached article from Franklin Templeton - 89YearsofBullsandBears.pdf  - discusses the "whys" behind the market trajectory of each decade, and shows how various asset allocations performed.

Taxes can often feel overwhelming so we've provided a helpful reference guide for 2020, showing you important information in one place: 2020 Tax Reference.pdf