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2021 Tax Planning Checklist

While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income.

The CARES Act and other government measures have made this a unique tax year, and our 2021 Tax Planning Checklist can help you plan with confidence. Remember, tax planning, not simply tax preparation, is the way to optimize your financial picture.

Download the checklist today to get started.

Monthly Newsletters

Tax Tips for Business Owners in a COVID World

Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.

Market Commentary

Market Commentary: Understanding ‘Short Squeezes’ and Last Week’s Intense Market Demands

The prices of a small set of heavily shorted stocks spiked last week as multiple factors conspired to create an intense demand for shares of some companies. The extreme move in prices has created a large gap between the current price and the price targets of even the most optimistic investors.

Videos

How the Biden Administration Could Impact Retirement and Tax Planning

Jamie Hopkins, Director of Retirement Research at Carson, offers insight as our country navigates changes after the inauguration. Click Here to Watch the Webinar

Blog

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.

Videos

Quarterly Market Outlook: Q1 2021

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Market Commentary

Market Commentary: Chinese GDP Grew in 2020; U.S. Corporations Outperform Q4 Expectations.

Chinese GDP grew 2.3% in 2020, making it the only major economy to grow last year. In the fourth quarter, the Chinese economy grew 6.5% as China continued to gain ground on the U.S. economy. The growth was led by strong performance in industrial production, which rose 7.3% in December, compared to a year earlier.

Videos

Quarterly Market Outlook, First Quarter 2021

Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

Market Commentary

Market Commentary: Biden Proposes New Stimulus Package as Signs Point to Economic Slowdown

The signs of an economic slowdown continue. Initial jobless claims, which are released weekly, spiked to 965,000 last week. Claims increased by 181,000 and marked the highest weekly total since mid-August. Continuing claims increased 199,000, indicating those losing work are not finding new employment right away. Based on other data points, many of those filing for unemployment expect to be rehired when newly imposed restrictions are reduced.

Market Commentary

Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

The vivid pictures and appalling actions in Washington, D.C., Wednesday captured the attention of the globe, but not the interest of markets. The Democratic sweep in the Georgia Senate races didn’t attract a lot of interest from investors either. Neither were markets fazed by the first loss of jobs in a monthly employment report since the recovery began.