Banking & Finance
Banking & Finance
Death and Taxes By Jim Moran, CPA On April 28, the Biden administration released its FY 2022 revenue proposals. Along with raising the corporate tax rate to 28% and […]
Making Change As essential businesses that couldn’t shut down operations during the pandemic, banks and credit unions met some daunting challenges over the past year — both logistical and in […]
PV Financial Announces Two Additions to Team PV Financial Group recently welcomed two new members to its team — Antonio Bastos as retirement plan coordinator and Andrea Santos as digital […]
Crunching the Numbers The $1.9 trillion American Rescue Plan Act of 2021 was passed by the U.S. Congress by the narrowest of partisan margins, but its impact promises to be […]
Staying Ahead of the Scams By Julie Quink With the continued intensity created by the COVID-19 pandemic, business owners and individuals have continued to be victims of fraudulent activity […]
State of Uncertainty By Cheryl Fitzgerald Over the past year, a number of words and phrases have worked themselves into the lexicon, and our everyday usage: pandemic, quarantine, super […]
Creating a Powerhouse M&T Bank Corp. is no stranger to acquisitions, having broadly expanded its geographic footprint through a series of mergers over the past two decades. But every acquisition […]
Taking the Long View By Mark Morris In a co-working office space at the historic Brewer-Young mansion, Jeff Liguori and Matt Landon help people build their financial futures. Liguori, founder […]
Tax-loss Harvesting By Gabe Jacobson Tax-loss harvesting is the selling of stocks, ETFs, mutual funds, and other securities at a loss with the goal of reducing taxes on other short- […]
Reading the Fine Print By Julie Quink The economic stress created by the COVID-19 pandemic compelled business owners and individuals to apply for the relief funds provided by the […]
Are You Covered? By Mark Morris Call it the great migration indoors. When the pandemic first hit, many people were forced to quickly convert their homes into offices, schools, and […]
Round 2 By Jonathan Cohen-Gorczyca, CPA, and Amila Hadzic On Dec. 27, 2020, the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act was signed into law to assist […]
A Tax-planning Checklist By Dan Eger It is that time again, your favorite and mine, tax season! As we have made it through hopefully the worst of the pandemic, […]
Expanding the Footprint The Dowd Agencies and the J. Raymond Lussier Insurance Agency announced last week they have merged their operations and will be known as Lussier-Dowd Insurance. The merger […]
Premium Concerns By Mike Horan Insurance costs have already been rising — the property and casualty space has seen 11% rate increases annually, on average — due to uncertainty around […]
