Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
By Mike Gertsema, Senior Wealth Advisor What should a client expect during a portfolio review? It’s changed a great deal over time, and a typical portfolio review meeting now covers much more information than it used to.
By Cristina Wiebelt-Smith, CPA, Wealth Planning Administrator Do you get busy? I get busy. You know who else gets busy? Tax preparers.