Restaurant-Revitalization-Fund-Grant-for-the-Hospitality-Industry

Restaurant Revitalization Fund: Grant for the Hospitality Industry

Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the country — shuttering thousands of venues, putting millions out of work, the U.S. government will finally start disbursing targeted aid …

American-Rescue-Plan-Legislation-Highlights

American Rescue Plan – Legislation Highlights

Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and the $900 billion Consolidated Appropriations Act. Now, there is another package, the American Rescue Plan. The long-awaited relief bill has finally passed through reconciliation requiring only a simple majority and passed 50/49. The historic $1.9 trillion coronavirus relief package was signed into law by President …

QCDs-A-Smart-Giving-Strategy-for-Retirees

QCDs: A Smart Giving Strategy for Retirees

Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the coronavirus pandemic, charities and the people they serve have seen a sharp increase in the need for financial resources; and so far, many donors have risen to the task.  Fidelity charitable reported that over half of donors planned to maintain their levels of giving and …

Biden-Tax-Plans-For-The-2020-Election-What-You-Need-To-Know

Biden Tax Plans For The 2020 Election: What You Need To Know

What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately …

2020-Delaware-Estimated-Quarter-2-Tax-Payments-are-Due-June-15

2020 Delaware Estimated Quarter 2 Tax Payments are Due June 15

Self-employed Delawareans – do you know when your 2020 quarterly estimated taxes are due? This year has been quite odd as it’s June 12 and we haven’t filed taxes yet. As we dive further into 2020 the question is, what does this mean for those who make quarterly estimated payments? As COVID-19 has pushed back the 2019 tax filing deadline …

Is 2020 a Good Year for a Roth Conversion?

Is 2020 a Good Year for a Roth Conversion?

As we write this article in the midst of the global Coronavirus pandemic, most of the world is sheltering in place at home. While the long term economic impacts of the pandemic are unknown, our fundamental approach to wealth management has not changed. Rest assured that while you are taking care of your family and your health, we’re focused on ensuring …