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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: BUILDING A BALANCE SHEET (PART II)

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   As we mentioned in our first post in this series, organizing your finances can be hard work, but well worth it in the end. You’ll feel accomplished, much like you would after...

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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...

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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...

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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...

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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...

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