PPP loan and taxes

Tax implications of PPP loans for business owners

NerdWallet interviewed me for an article they wrote about the…
Second stimulus bill

How the new stimulus bill helps business owners

The President signed the second Coronavirus stimulus bill into…
Tax planning for year end

Tax planning ideas to implement before year-end

Tax planning is integral to successfully manage your personal…
Year-end investment and financial planning - Roshani Pandey

8 money moves to make before year-end

The year-end is a time for us to look back and to plan for what…
Tax savings with HSA

Amplify your savings & investments with an HSA

Video transcript: Do you know which savings account has the…
Moving during the pandemic

Moving during the pandemic? 8 key considerations

In June, vacant apartments in New York jumped 85% from the…
Withdrawing from 401(k)

Withdrawing from your 401(k)? CARES Act can help

The Coronavirus Aid, Relief, and Economic Security (CARES)…

Coronavirus Relief Bill (CARES Act): What does it mean for you?

To stimulate the economy from the impact of the Coronavirus…

What is tax loss harvesting and how does it save you money

Lee started investing in the stock market last year. Early…

Backdoor Roth IRA - how to benefit from this tax loophole

What is a backdoor Roth IRA? A backdoor Roth IRA is…