The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is likely that the proposal will be modified and adjusted in the upcoming weeks, we have put together a guide to help you prepare for some …
Tax Planning
The Money Smart Charitable Giving Webinar REPLAY
In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor …
The American Rescue Plan of 2021 [VIDEO]
The American Rescue Plan of 2021 has passed. Will I get a check? What is in this legislation that I should know about? Who qualifies for the new Child Tax Credit? Melissa Joy, CFP®, CDFA®Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744. 8031 …
Important Information for the 2020 Tax Season
As you prepare to file your taxes this year, we will use this page to consolidate helpful information for clients of Pearl Planning. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for your tax return. Don’t hesitate to reach out or ask …
What You Should Do If You Think Taxes Are Going Up
Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low end of the historic spectrum. How can you prepare and act if you anticipate a higher tax regime? How can an investor prepare and evaluate …
2020 Year-End Tax and Financial Planning Webinar Replay
The 2020 election is behind us and we have 6 weeks before the end of the year. What are your most important financial decisions for now and next year? Sherri Stephens, Financial Advisor, RJFS & President of Stephens Wealth Management along with Melissa Joy, CFP®, Founder of Pearl Planning, will update you with important tax …
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