January 2021 begins a new tax year and with it, the IRS increases Solo 401k contribution limits. This means you can put more money into your
New COVID Relief Bill Worth $900 Billion
On December 21, 2020, the U.S. House and Senate passed a new COVID-19 Stimulus package worth $900 billion. Inside the 5,593-page bill are provisions
SECURE ACT – 2020 Tax Implications for Year End
Planning your tax strategy? The SECURE Act may have 2020 year-end tax implications that affect you. Now is a good time to refresh your memory about
Tax News: New IRS Form 1099-NEC
Many people have never seen Form 1099-NEC. That's because it hasn’t been used since AT&T agreed to divest itself into 22 subdivisions in 1982.
Simpler PPP Forgiveness for Loans Under $50000
Did you apply for a Paycheck Protection Program (PPP) loan? Was your PPP loan amount for $50000 or less? If so, your loan forgiveness procedure may
NEWS: PPP Forgiveness for Loans Under $150k
According to the National Federation of Independent Business (NFIB), about 85% of all the approved Paycheck Protection Program (PPP) loans were for
Non-Recourse Lending & Your Retirement Account (Webinar Replay)
Want to fund your real estate deal in your retirement plan? Then you need to know about non-recourse lending. If you're a real estate investor, this
PPP Repayment Guidance – Revised and Final Rules
Finally, PPP Repayment guidance is here! The best news is that the Paycheck Protection Program (PPP) loans are 100% forgiven if you meet certain
Solo 401k and CARES Act (Webinar Replay)
Join us for a helpful training on the Solo 401k and CARES Act. Learn how you may be able to access retirement funds, if needed, including a