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So far David Hakes has created 7 blog entries.

2022 Year-end Tax Planning

NOTE: This newsletter is issued annually to provide you with information about preparing for and minimizing your taxes. Do not apply this general information to your specific situation without additional details. Be aware that the tax laws contain varying effective dates and numerous limitations and exceptions that cannot be summarized easily. For details and [...]

By |2022-11-17T11:47:14-07:00November 15, 2022|Tax Planning, Tax Tips, Tax Tips for Businesses|

How to Invest in Down Markets – Sonmore Financial

Investing when times are good is by and large simple. Investing when times are bad takes strategic discipline. Here’s a guest article by Matthew Benson, Owner of Sonmore Financial in Chandler, Arizona, and a Certified Financial Planner™ serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. Matt specializes in tax-efficient [...]

By |2022-08-29T09:24:21-07:00August 29, 2022|General Information|

CARES Act: Small Business Overview

This information is constantly changing. We will update it as we can. Please make sure to review the PPP loan under the SBA loan section below. It is something that most of our clients could and should take advantage of. Employee Retention Credit Qualifying employers can take a tax credit equal to 50% of [...]

CARES Act: Individual Overview

Updated 4/15/2020 11:00 AM AZ time Stimulus Checks On Friday the CARES Act was signed into law and one of its provisions allows individuals to receive one time stimulus checks. The Treasury Department has said that they will issue these checks starting today. Starting today the IRS has an online tool to check the [...]

SBA Loans Available for COVID-19 Affected Businesses

The following information is very new and constantly changing but we wanted to provide it to you as quickly as we could. Please note the date of the post and recognize that each business is different in how this will or will not apply to them. We may not have the answers to all [...]

Tax Return and Payment Deadline Pushed to July 15, 2020

The IRS has changed the tax deadline to now be July 15, 2020. This means that tax returns do not need to be submitted and payments do not need to be made until July 15th. We encourage you to still file as soon as you can. If you owe you can still wait to [...]

New Sick Pay and Medical Leave Requirements Due to COVID-19

The following information is very new and constantly changing but we wanted to provide it to you as quickly as we could. Please note the date of the post and recognize that each business is different in how this will or will not apply to them. We may not have the answers to all [...]

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