January 2021

January 2021

How to Prepare for Tax Season

Submitted by Kaizen Financial Advisors, LLC on January 29th, 2021

In this article, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this is for informational purposes only and is not a replacement for professional advice, so make sure to consult your Kaizen Advisor, tax, legal, and accounting professionals before modifying your strategy.

2020 Economic Review

Submitted by Kaizen Financial Advisors, LLC on January 15th, 2021

2020 RECAP

The pandemic sends the economy and financial markets reeling
Congress passes $2 trillion economic stimulus bill
The global economy stumbles, but adopt several important trade agreements
Vaccines emerge as the stock market ends the year at record levels

Highlights of the New Stimulus Package

Submitted by Kaizen Financial Advisors, LLC on January 8th, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees.

Here's a quick recap of five key highlights:

How to Prepare for Tax Season

2020 Economic Review

Highlights of the New Stimulus Package

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January 2021

Contact Us

Why hire us now? Three simple reasons: