PODCAST
BLOGS
CARES Act – How It Impacts You and Your Business
Individuals and Families Individual Tax Credit/Rebate All individuals who are not dependents are eligible to receive a rebate of up to $1,200 rebate ($2,400 for married filing joint taxpayers). In addition, taxpayers with children dependents qualify for up to a $500 rebate per child. The payment will be based on the 2018 tax return…
$2.2 Trillion Coronavirus Stimulus Package – Who and When You Should Expect Your Direct Payment Check
Single adults with adjusted gross income up to $75,000 will get a $1,200 payment. Married couples with adjusted gross income up to $150,000 will get $2,400. Single parents who file as head of household with adjusted gross income up to $112,500 will get the full $1,200 check. Additionally, Americans with dependent children under the age…
$2.2 Trillion Coronavirus Stimulus Bill Passes the House – WHAT YOU NEED TO KNOW
PARTIAL HIGHLIGHTS OF CONGRESS’ $2.2 TRILLION VIRUS RELIEF PACKAGE (As of Friday, March 27, 2020) Here is a partial list of the highlights of a roughly $2.2 trillion package to rush aid to businesses, workers and a health care system slammed by the coronavirus pandemic. The package, approved by the Senate yesterday and today…
WEBINARS
Why Tax Planning Matters More When You Have 1099 Income
In a Nutshell If you’re a physician with any 1099 income, the tax code gives you options that pure W-2 earners just don’t have. The three big moves are simple in concept: claim the deductions you already qualify for, set up the right business entity, then layer in advanced strategies once those basics are locked…
Asset Protection Planning for Business Owners and Professionals
“You don’t buy insurance after the loss.”That idea came through clearly in the webinar transcript, and honestly, it’s the easiest way to explain this topic. Asset protection works the same way. You put it in place before the claim, before the lawsuit, before the creditor, before the messy surprise. If you are a high-income…
Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification
Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification Protection Comes First, Even If It Feels Less Urgent “Build your wealth once. Don’t build it twice.” That line from the webinar sticks with me because it gets to the point fast. For physicians, financial planning is not just about earning more or…