Budget, Planning and Tax Resources
Articles
CARES Act Provides Relief to Individuals and Businesses
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was [...]
IRA and Retirement Plan Limits for 2020
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a [...]
CARES Act Stimulus Information
Explore the articles below to find out more about how the CARES Act [...]
Stimulus Package: Notes for Small Business Owners
You have probably been following the progress of the stimulus bill through negotiations all to [...]
Stimulus Package: Beyond the Rebate
Our previous article addressed what we know about Recovery Rebates. However, there are other parts [...]
Stimulus Rebates: How Much Will You Get?
By now you have probably heard that the stimulus package (also known as Coronavirus Act, [...]
Six Basic Tax Planning Techniques
There are no great secrets where tax planning and tax cutting are concerned. [...]
Videos
Year-end Tax Planning: Donor Advised Funds
Learn what Donor Advised Funds are and how you can use them for a [...]
Do You Own Company Stock in Your 401k?
If you do, you need to listen to Jim's video about net unrealized depreciation! [...]
Tax Reduction Idea for 2020: Roth Conversion!
Learn from Jim Hiles about your income, roth conversions and how they can work [...]
Do You Know What a Dispersed Stock Market is?
Learn what dispersion in the stock market means and how to use it - [...]
Year-end Tax Planning with Jim Hiles
Learn about funding your IRA, Roth and 401k for 2020! #IRA #RothIRA #401k #retirement [...]
Lost in Space
Don't let your finances get "Lost in Space"
One Page Financial Plan
Jim Hiles walks you through a one page financial plan!
The Top 10 List of Personal Wealth Goals for 2019
Jim Hiles talks about the 10 most desired outcomes that can be achieved [...]
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