PPP loan and taxes

Tax implications of PPP loans for business owners

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

How the new stimulus bill helps business owners

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

Tax planning ideas to implement before year-end

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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

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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

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

Moving during the pandemic? 8 key considerations

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

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

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

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

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To stimulate the economy from the impact of the Coronavirus…

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

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

Backdoor Roth IRA - how to benefit from this tax loophole

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