RESOURCE LIBRARY

Recent Articles

• SBA Extends Deferment Period for all COVID-19 EIDL and Other Disaster Loans until 2022
  03/12/21

• New York’s LIBOR Replacement Law: A Useful Step That Leaves Lingering Questions for “Tough Legacy” Contracts

  05/26/21

• President’s budget contains many tax proposals

  05/28/2021

• PPP Loan Forgiveness by State
  04/20/21 • Some small business owners may be able to have their PPP Loans forgiven.

• C.A.R.E.S. Act (Full text — PDF)
  12/20/21 • The exact language found in the C.A.R.E.S Act for you to read.

• Consolidated Appropriations Act (Full text — PDF)
  03/27/20 • Coronavirus Aid Relief And Economic Security Act

• American Rescue Plan Act of 2021 (Full text — PDF)
  01/03/21 • President Biden’s plan for economic relief for families can be read here.

• Secure Act 2.0 10 Ways The Proposed Law Could Change Retirement Savings

  05/19/21 · Here is how your retirement savings might change again.

• Biden’s Tax Plans Complicate Opportunity Zone Investing

  07/30/21 • How might President Biden’s proposed plan affect capital gains.

• New York State’s New Pass-Through Entity Tax

  08/01/21 • How does New York’s new PTE Tax affect you and your business.

•   SBA Quadruples Covid-19 EIDL Limit To $2 Million

  09/2021 • Can your small business qualify for more EIDL?

• IRS: Tax Relief Now Available To Ida Victims In New York And New Jersey

  09/08/2021 • October 15th deadline extended to January 3rd, 2022

•    3 Ways You Could Benefit From Biden’s $25 Billion Small-Business Assitance Plan

11/19/2021 • Government programs available through the Build Back Better Act

• Proposed changes to the U.S.retirement system are still on the table

12/20/21 • what’s on the table in Congress regarding proposed changes to retirement

Blog Posts by Category

Education Planning

• Education Savings Bond Program: Safe Investment For The Future With Limitations
  02/03/21 • How you can use Series EE and Series I savings bonds for education expenses and the tax implications that might have for you.

• Roth IRA Accounts: Intended For Retirement But Accessible For Education
  01/27/21 • It is possible to use your Roth IRA to cover some education expenses, just be sure you meet the qualifications first.

• Education Planning 101: Do You Know Your Options? It's Never Too Soon To Start Planning
  01/20/21 • This is a great place to start when thinking about education savings for your child.

• Coverdell Education Savings Account (CESA): Flexible Investing But Within Limits

  01/13/21 • Learn how to use a CESA to help pay for education.

Tax Planning

• There's Nothing Basic About Tax Basis: Personal Property and Brokerage Accounts
  02/10/21 • It is crucial to understand the difference between basis and adjusted basis and how it affects your property.

Personal Finance

• Personal Finance 101: Are You Financially Healthy?
  04/17/21 • This blog is the first step towards figuring out your net worth.

• Financial Ratios and What They Tell Us

  05/12/21 • You can use ratios to get an overall idea of your financial health.

Estate Planning

• Ways of Owning Property Interests – And How It Affects Your Heirs
  04/22/21 • There are several ways of owning property. Do you know what they are and how they affect your heirs?