Blog

Carla Medrano

IRS Relieves Penalties for 2019 and 2020

A broad range of tax and information returns for 2019 and 2020 tax years will receive automatic relief from failure-to-file penalties, under Notice 2022-36 released by the

Tra Sullivan

Do Downturns Lead to Down Years?

Volatility is a normal part of investing. Tumbles may be scary, but they shouldn’t be surprising. A long-term focus can help investors keep perspective.

Carla Medrano

Employee Retention Credit Fraud Alert

The Employee Retention Tax Credit (“ERC”) is on many business owners’ minds. Originally introduced as part of the CARES Act, it was intended to encourage

Ginnie Baker

The Cost of Trying to Time the Market

The effect of being out of the market for even a short time can be profound—missing a period of strong returns can drastically impact overall

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