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What Have We Learned?
It is safe to say that this year was full of surprises. Some businesses thrived, while in other areas jobs were lost, companies were forced to go under, and we … Read More
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value … Read More
Should pass-through owners switch to C-corp status?
The math has changed on entity choice. Under the new tax reform legislation, the corporate tax rate drops a full 14 points, from 35 percent to 21 percent. At the … Read More
Full Rollover Relief For Unwanted RMDs Under IRS Notice 2020-51
The IRS recently issued updated guidance providing relief for unwanted RMDs taken in 2020. Check out a great article here: Rollover Rules for Unwanted 2020 RMDs
Loan forgiveness with PPP Loans
There are many questions on applying for loan forgiveness with respect to PPP Loans from the SBA. Here’s a great article covering the details by local attorney Aman Badyal of … Read More