Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Questions from the audience we answered afterwards.
It’s been about a year since the market bottomed in 2020, and stocks around the world have rebounded strongly from their pandemic lows. What lessons can investors draw from the past year as they look toward what’s ahead through 2021 and beyond? Apollo Lupescu, PhD and Jared Faltys, CPA/PFS will provide insight into recent market events, examine the speed at which the direction of the market can change, dissect the performance of value stocks, and review key investment principles for the economic recovery.
Andrew Steffensmeier, CPA, brings you the most recent details for Schedule C filers. These new rules expand the eligibility for the self-employed. Gross income can now be used to determine eligible loan amount.
Prior to meeting with your CPA, please use the look-up tool to determine your amount of eligible school district tax paid for the credit and print off the worksheet.
We ask that you look this information up, because you are in a better position to know what parcels of real estate you own.
At the end of the video, we also touch on what to give your CPA in terms of the Stimulus Round 1 and 2.
Overview of the NEW tax act for businesses and individuals!
McMill CPAs & Advisors, Andrew Steffensmeier and Clint Weeder, discuss tax planning strategies to wrap up tax year 2020 and begin 2021.
- Individual tax planning
- Retirement and estate planning
- Business tax planning
- Covid-19 legislation
- CARES Act
- Payroll Protection Program (PPP)
- Status of new stimulus legislation