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  3. 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.

 

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  • Financial Tips
  • Tax Planning
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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

 

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  • Market Analysis
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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:

 

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  • Financial Tips
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