This presentation covers investment and tax strategies that may allow more of your capital work for you. Content will include reviewing events that might trigger personal and/or corporate tax liabilities, current tax policy and non-product specific solutions meant to mitigate those taxes. Kyle Kadish, the President of Advantage Wealth Solutions, conducts this program along…
Read More »As Congress gets closer to possibly another economic recovery legislation, and the clamor to date has been for as much a $1 trillion in relief to state and local government, we’ve now entered FY 2021 budget. With tax receipts significantly reduced, every state and local government is facing some tough budget decisions. A quick look…
Read More »Notwithstanding the partisan divide that continues in the Nation’s Capital, Congress is looking at possibly passing another multi-billion to trillion dollar economic relief package when the House returns to DC next week. Republicans and Democrats are divided over what to include, but they have each been floating different ideas that we want to keep watch…
Read More »In a similar vein, the Treasury and the Internal Revenue Service yesterday announced that they are extending the deadline to July 15, 2020 for a host of administrative acts under US tax law for fiscal year businesses, tax-exempt organizations and some 300 other tax-related deadlines. The extensions synchronize all tax filing and reporting deadlines for…
Read More »With much sleight of hand – and very little, if any, transparency, the DC Council slipped in an additional increase to the District sugary drink tax, when it passed the DC budget back at the end of May. Proposed by Ward 3 Councilor Mary Cheh as part of the $15.5 billion budget instead of as…
Read More »On the broader subject of mandatory paid sick leave, the county legislature in Albany County New York surprised many when, by a 21 -17 tally, it voted down a mandatory paid sick leave proposal it has been debating for over a year. The proposal would have required private employers within the county to provide their…
Read More »As the end of the legislative session approaches, the Oregon House of Representatives late yesterday approved House Bill 2005, a bill that would mandate 12 weeks of paid family medical leave, and sent it along to the senate. As passed by the house, the proposal allows for 12 weeks of paid leave – negotiated down…
Read More »Earlier this week, Massachusetts Governor Charlie Baker and state legislators agreed to delay the implementation of the Paid Family and Medical Leave Program until October 1, 2019. The program, which was an integral part of the so-called Grand Bargain – a misnomer if ever there was one, was to be funded with a 0.63% payroll…
Read More »San Francisco voters will decide on a ballot measure slated for next November that calls for instituting a new CEO tax on certain companies in the “City By The Bay.” The Excessive CEO Salary Tax earmarks the estimated $80 million in new revenue it would generate for mental health and substance abuse programs within the…
Read More »The issue itself has been kicking around for a couple of years now, but the US Senate Finance Committee this week advanced the priority of the issue with the appointment of a bi-partisan work group to study federal family leave. Senator Maggie Hassan, a democrat from New Hampshire will co-chair the federal family leave work…
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