Strategies for Your Stock Portfolio in 2020

Do you own stocks, bonds or other securities in a taxable account (not a retirement account)? Here are some strategies for minimizing taxes or taking advantage of your tax bracket this year: Avoid the high taxes (up to 40.8 percent) on short-term capital gains and ordinary income by holding your positions for at least 12 […]

Coronavirus Disaster Assistance for Individuals and Businesses

coronavirus disaster assistance

With the COVID-19 related shutdowns and government mandates, a wide variety of programs and assistance are becoming available for individuals and businesses. Check this site frequently for updates as we assemble a list of programs you may be able to take advantage of. If you are aware of other programs, please comment or drop us […]

Steve Trojan CPA earns Certified Divorce Financial Analyst Certification

Steve Trojan, CPA has recently completed the necessary training and testing to earn the designation of Certified Divorce Financial Analyst®. This program, provided by The Institute for Divorce Financial Analysts™ (IDFA™) is a specialized educational program in professional divorce analysis and provides training to provide financial information and assistance to people going through a divorce. […]

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