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The Financial Management Blog for Surprise, Arizona

What you need to know about the executive orders signed by President Trump

On August 8, 2020, President Trump signed an executive order extending certain aspects of COVID-19 relief in the absence of a new bill from Congress. The executive order includes several measures to protect individuals as provisions of the CARES Act expire or have expired.

Here’s what was in the order:

How Often Should You Meet With Your Financial Advisor?

Shake hands with Client — Surprise, AZ — Monheit Frisch CPAs PLCA financial planner or advisor is one of the best investments many people can make to help them reach financial and personal goals throughout their life. But when you engage a financial professional, how should you work with them in a practical manner? Should you check in with your financial advisor often or occasionally? And what can help you find the right balance? Discover a few answers. 

Do You Have a Standard Meeting Schedule?

The client needs of each financial advisor are unique, so you have no one-size-fits-all answer to how often you should meet. Certainly, you should meet in person with your advisor at least once per year. A lot of things can happen in a year, and so you should reevaluate what’s happened in your life and talk about what you expect to change in the next year or so.

Growth of litigation funding during Covid-19

As the COVID-19 pandemic takes a hit on industries across the globe, the legal sector has faced its fair share of unique challenges and circumstances. Work-from-home arrangements, virtual courtrooms, lower client caseloads, and the financial uncertainty that comes with all of it have all played a role. As funding is questioned on the client and firm side, the industry has turned to litigation finance funds, which is on the rise as a direct result of COVID-19. This rise may be fueled by companies who are trying to avoid paying high legal fees in times of uncertainty, and law firms that are considering their liquidity during times of recession.

What You Need to Know About S Corporation Income Taxes

Business Man Talking About Business - Surprise, AZ - Monheit Frisch Group, PLC Forming a corporation is an excellent way for any entrepreneur to protect themselves from financial risk and liability while pursuing their dream of business ownership. But if you choose an S Corporation, your work will be a little different from income taxes. What can you expect from your S Corp income tax preparation, and how can you get the best results? Learn a few answers.

How to Choose a Financial Planner

Choosing A Financial Planner - Monheit Frisch Group PLCA financial planner advises individuals and businesses on the best ways to invest and manage finances. If you choose the wrong financial planner, you risk your financial future.  Therefore, you should apply the right criteria to identify a reliable financial advisor. This article highlights tips to help you choose a reputable financial planner.

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