Month: December 2020

Economic Implications of 2020 and the Consolidated Appropriations Act (CAA)

At the end of December, we typically give a general update to clients for year-end planning.  The standard practice is to review realized gains, ordinary income, and determine if there is an option to defer income and accelerate deductions.  This would include harvesting capital losses in investment portfolios to offset gains, determining elections to expense …

Economic Implications of 2020 and the Consolidated Appropriations Act (CAA) Read More »

Unlocking the Numbers—Leveraging Granular Financial Detail in Business Strategy

In this industry, as part of the lender due diligence process, the financials and credit history of every mortgage banking customer are combed over and scrutinized. Mortgage banks search for any and every detail to properly assess the probability of loan repayment. However, when it comes to their own financials, not all lenders give as …

Unlocking the Numbers—Leveraging Granular Financial Detail in Business Strategy Read More »

Scroll to Top