As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Congress passed a second economic relief package called the Paycheck Protection Program and Health Care Enhancement Act (Act) totaling over $480 billion.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.

This passage requires most small- and medium-sized size businesses to provide temporary paid family medical leave and sick pay. We provide a brief analysis of the latest legislation.

The 2018 tax filing season is upon us and the IRS is once again open for business. This is the first year taxpayers will see the effects of the 2017 Tax Cuts and Jobs Act. In addition, on January 18, 2019, the IRS published final regulations and three related pieces of guidance on application of the pass-through tax break. In a nutshell, the regulations provide clarity on what type of businesses and investments qualify for the pass-through tax break.

In California a ballot initiative could increase commercial & industrial property taxes, we outline the proposal and provide a few ways to prepare if you are potentially impacted.

Pivoting breathes new life into a business. In fact, for many businesses, it signals the beginning of a new, more profitable chapter.

The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.