Tag: 2020

2020 Tax Code Changes: What You Need to Know

Most of us have either filed or are wrapping up our 2019 tax filing by this point.  A common question we receive is what will happen to taxes after the election?  Government spending has increased (especially in response to COVID-19 packages) and an increase in revenues will be needed.  Of course, finding consensus on where to increase taxes will not be likely.  At Atlanta Financial Associates, we pay much attention to proposed changes and right now that is all they are, possibilities.  Often, leaders float ideas to see what gains traction.  A couple of the proposals being ‘floated’ right now include…

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IRS Releases 2020 “Dirty Dozen” Tax Scams

Each year the IRS releases a Top 12 or “Dirty Dozen” tax frauds and scams they are seeing in an effort to warn taxpayers of things to be on the lookout for.  I read this each year and the list includes several of the usual suspects but also has some new additions.  You can read the entire IRS list here (IRS Dirty Dozen 2020), but I wanted to highlight a couple of items that I believe are most relevant to our readers…

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3 Questions to Ask Your Advisor During Times of Volatility

As we’re nearing our way towards the end of 2020, it’s now a great time to consider a few questions to ask your advisor. After facing the quickest drawdown in US market history, we’ve certainly recovered in a similar fashion. While we have made headway in a positive direction, there is still expected volatility on our horizon. Consider these three questions…

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Five New Year’s Resolutions to Keep in 2020

At the start of a new year, many of us sit back and make resolutions about a number of different things.  It may be spending more time with your family, losing weight, traveling more, any number of things that are important to you.  These are probably things that you have resolved to do previously but many times as the year goes on, you find that your resolve has dissipated.

However, resolutions around financial goals can be different.  Many of these are things to consider and decide on.  At the end of the process, you can feel confident that you have considered what is important for your financial health and move forward to the end of the year resolving to do the same the next year.

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