covid-19

Protecting Your Business During COVID-19

Glass Jacobson Wealth Advisors News, Business Management, Economic Update, Coronavirus Leave a Comment

Businesses that are able to operate during this outbreak should plan to respond to varying levels of disease transmission in their community with the flexibility to refine their plans as …

coronavirus mask

Responding to the coronavirus stock market drop

Jonathan Dinkins II, CPA, CIMA®, AIF® Coronavirus, Economic Update, Investing Leave a Comment

As you know, stock market drops and bouts of volatility aren’t rare events—even those that grow out of health crises such as the SARS (severe acute respiratory syndrome) outbreak in …

Coronavirus

How could the coronavirus impact the stock market & your portfolio?

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Investing 1 Comment

When the coronavirus first made headlines in early January, the stock market paid little attention. But with news of fresh outbreaks in South Korea, Europe and the Middle East, the …

What is Diversification? Why Diversification is a Golden Rule [VIDEO]

Glass Jacobson Wealth Advisors Investing, Personal Finance 2 Comments

As far back as our childhood, we have been told that we should never put all our eggs in one basket. If the basket breaks, so will all the eggs. …

estate planning

Estate Planning Under the New Tax Law: Opportunities and Traps

Steven G. Albert, CPA, MST Tax Reform, Personal Finance, Tax Planning For Individuals Leave a Comment

The Tax Cuts and Jobs Act of 2017 (TCJA) is a significant tax reform measure that impacts all federal tax laws. And instead of repealing federal gift and estate taxes, …

standard deduction

The Standard Deduction for 2020 (and 2019)

Glass Jacobson Wealth Advisors Tax Planning For Individuals Leave a Comment

Every tax year, you have the option to either itemize your return or take the standard deduction. The standard deduction amount is set by the IRS and is typically adjusted …