Nov 20, 2020
Presented by Alex Oliver, CFP, CRPS, First National Corp., Wealth Management Advisor Wednesday, January 13, 2021 12 noon – 12:45 pm What does the climate look like for investing in 2021? After 2020’s rollercoaster, we all can use some advice on how to...
Nov 20, 2020
Presented by Andrew Schwartz, CPA Wednesday, December 16 12 noon – 12:45 pm 2020 has been one of the most challenging years for practice owners. Join Andrew Schwartz, CPA, as he discusses actions to take before December 31st to lower your tax liabilities and...
Jun 1, 2020
With home mortgage rates at ALL TIME LOWS, now is a great time to look at refinancing your home mortgage. If you can lock in a fixed-rate mortgage for at least .5% less than your current rate, then it?s the proverbial ?no-brainer?. Start by reaching out to the...
Mar 18, 2020
There?s a small business recovery loan being offered to small businesses to help with cash flow during closures.? ?This is being offered by MA Growth Capital Corporation. https://www.empoweringsmallbusiness.org/what-we-offer/emergency-loan-funds/covid-19-loan-fund...
Mar 18, 2020
The COVID-19 pandemic is a fluid situation and we are trying our best to keep our clients informed as new information is released. GUIDES: Mass Dental Society – Temp Office Closing Guide How to file for Unemployment MA1 How to file for Unemployment MA2 ADVISE...
Sep 2, 2019
For 2018, the standard deduction for a single individual is $12,000 and for a married couple is $24,000. A person will benefit by itemizing once allowable deductions exceed the applicable standard deduction. Itemized deductions include state and local income taxes (or...
