BLOG

From timely tax and planning insights that impact your wealth, to expert insights from our research team, Clearstead’s Blog offer relevant news and information that you can use.

ORGANIZE YOUR FINANCES: SPRING CLEANING FOR YOUR WEALTH

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   Do I have a complete listing of all my assets and liabilities and their values? Do I regularly log into financial accounts? Do I know my annual income and expenses?  Do I...

read more

PAYROLL TAX DEFERRAL – CARES ACT

 Author: Tony Micheli, CPA, Senior Managing Director   Pursuant to the Coronavirus, Aid, Relief and Economic Security Act (CARES Act), employers and self-employed individuals are able to delay the deposit of certain employment taxes. The payroll tax deferral...

read more

HOW TO CLAIM YOUR RECOVERY REBATE

Author: James Thomas, CPA, Planning Associate Under the Coronavirus Aid, Relief and Economic Security (CARES) Act. P.L.116-136, eligible individuals will receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples. Parents also...

read more

CLEARSTEAD “CAREs”

The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed Congress on March 27, 2020 and provides $2 trillion in benefits to US consumers, businesses, and institutions. Our team has dissected this new law and have identified several areas in which we...

read more

CLEARSTEAD – TAX UPDATE SUMMARY – MARCH 31, 2020

Below is a concise list of recent tax related news around filing deadlines and proposed CARES Act related tax updates for individuals. Please note that individual states are starting to adopt the IRS deadlines, but not all have. Clearstead continues to work towards...

read more
Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US