by Cheryl & Tom Lyon | Oct 9, 2020 | Taxes
The attached article from Broadridge Advisor details the tax policies, spending priorities and overall economic strategies of the two Presidential candidates. They seem to be accurate and unbiased. Enjoy! [pdf-embedder...
by Cheryl & Tom Lyon | Nov 7, 2018 | Taxes
On Monday, the IRS held a hearing as they consider proposed rules to prevent states from circumventing the cap on state and local deductions as a result of the new tax law. The 2017 tax law caps the state and local tax deductions on the Itemized Deduction Schedule A...
by Cheryl & Tom Lyon | Sep 28, 2018 | Business, Investments
The following is a recent Broadridge Alert: Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. It was initially designed for the peer-to-peer exchange of the virtual currency bitcoin. However, businesses are...
by Cheryl & Tom Lyon | Sep 26, 2018 | Financial Planning, Taxes
The “Queen of Soul”, Aretha Franklin, passed away last month without a will. I repeat. Aretha Franklin passed away without a will. That is amazing to me. How could a pop icon with so many decades in the music industry not take the time to plan her estate? Allegedly,...
by Cheryl & Tom Lyon | Aug 14, 2018 | Investments
Is Elon Musk really not aware of the trouble he could be in by suggesting in Tweets that he would take Tesla Private? Unbeknownst to his Board of Directors and the SEC? Is this a ploy to get his losing company to $420 per share? The current share price is $350 per...
