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Trump v Biden Tax Proposals

The income side of fiscal policy (i.e. taxation) is always highly politicized.  The song never seems to change.  Republicans think everyone pays too much.  Democrats think everyone pays too little.  An oversimplification?  Maybe. Nonetheless a basic understanding of the proposals independent of the emotionally-charged rhetoric can go a long way towards achieving Thomas Jefferson’s view [...]

PPP Forgiveness Simplified

Did you get a PPP loan of $50,000 or less?  Good news.  Compliance just got a little easier. On October 8th the Treasury Department in conjunction with the Small Business Administration released a simplified forgiveness application and instructions.  This comes on the heels of a new interim final rule providing updated guidance on forgiveness and review [...]

IRS Finalizes ABLE Regulations

As we wrote about in December 2014 the Achieving Better Life Experience (“ABLE”) was signed into law to provide a means for saving and paying for disability-related expenses.  While ABLE contributions are not tax deductible distributions are tax-free to the designated beneficiary if used to pay for qualified disability expenses.  Examples include: housing health, prevention [...]

The Dirty Little Secret of Politically-Driven Investing

Two plus two equals four.  That’s math.  It’s real.  It’s measurable.  It’s fact.  That’s how finance is supposed to work. But maybe four is not enough.  Maybe it’s too much.  How quickly can I get from two to four?  I used to be at four but now I’m at two and since four is ‘right’ [...]

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