Parkside Advisors

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Part 2: Time to Refi?

December 29, 2020 by Parkside Advisors

We want to briefly highlight that the average fixed rate on a 30-year mortgage has continued to reach new lows since at least 1971 according to the St. Louis Fed— recently 2.66%. 

Filed Under: Financial Planning

Tax Planning and the November Election

September 18, 2020 by Parkside Advisors

The November election is less than two months away.  The Parkside team wants to briefly summarize the tax platforms of the two candidates and recommend actions for clients to consider depending on the election outcome.

Filed Under: Tax Planning

Time to Refi?

July 16, 2020 by Parkside Advisors

As of July 16th, the average fixed rate on a 30-year mortgage stood at 2.98%, the lowest level going back to at least 1971 according to Freddie Mac and the St. Louis Fed. If you have not refinanced your mortgage recently, we recommend you consider if it could be advantageous and what refinancing options might be available to you.

Filed Under: Financial Planning

Update: CARES Act - Changes to Required Minimum Distributions

June 25, 2020 by Parkside Advisors

On June 23rd, the IRS updated details of the CARES Act waiver related to required minimum distributions (RMDs) already taken in 2020. Read on for our summary of the key updates and considerations for redepositing RMDs taken earlier in the year.

Filed Under: Tax Planning

CARES Act – Small Business Provisions

April 3, 2020 by Parkside Advisors

To help ease burdens associated with the Coronavirus (COVID-19) pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Read on to find a summary of major points of interest for small businesses, including the Paycheck Protection Program, forgivable loans, employee retention credits, and payroll tax deferrals.

Filed Under: Financial Planning

Income Tax Filing and Payment Deadline Changes

April 2, 2020 by Parkside Advisors

To help ease burdens associated with the Coronavirus (COVID-19) pandemic, the Internal Revenue Service (IRS) announced some changes to tax filing and payments in 2020. Read on to find a summary of major points of interest for Parkside Advisors clients.

Filed Under: Tax Planning

The SECURE Act Just Became Law — How Will It Impact You?

December 31, 2019 by Parkside Advisors

“Setting Every Community Up for Retirement Enhancement Act” The SECURE Act was signed into law on December 20, 2019.  Here is a summary of some of the major changes included in this new law that may affect Parkside Advisors clients.  We plan to incorporate these changes into our financial and tax planning discussions with clients based on their individual situations.  Should you have any more immediate questions or concerns, please don’t hesitate to contact the firm to schedule a call or meeting. Required Minimum Distributions (RMDs) from retirement accounts will start at age 72 now, rather than age 70½ IfRead More

Filed Under: Financial Planning, Retirement, Tax Planning

Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones

March 8, 2019 by Parkside Advisors

This month the Parkside blog comes in the form of a podcast. In this recent episode of Founders and Friends, Scott Orn of Kruze Consulting interviews Parkside’s Audrey Grubman and Christina Kramlich on relevant financial topics for startup employees, founders, and investors.  As many of our clients know, Audrey has worked with startup employees since establishing the firm in the mid-90s. The podcast reviews various forms of equity compensation and discusses the reasons to understand the details of one’s compensation very early on and make a plan.   There are also some common pitfalls that founders and startup execs should keepRead More

Filed Under: Financial Planning, Investment Management, Tax Planning

Buy, Lease or Loan?: Acquiring a New Vehicle

February 7, 2019 by Parkside Advisors

Many of our clients ask for suggestions about the best financial approach when acquiring a new car. Here's how we break it down for them.

Filed Under: Financial Planning

Reviewing Tax Returns: 7 Opportunities for Tax Reduction

November 29, 2018 by Parkside Advisors

When we sit down with new clients to review their recent federal and state tax returns, we often find opportunities for tax reduction.

Filed Under: Financial Planning, Tax Planning

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