If you’re considering moving to a different state, taxes in the new state may be the deciding factor—especially if you expect them to be lower. Consider All Applicable State and Local Taxes If your objective is to move to a lower-tax state, it may seem like a...
The city of Temecula has authorized relief funds totaling $499,000 with $329,000 of the total funding coming from from the U.S. Department of Housing and Urban Development (HUD) and the remaining $170,000 coming from the City’s general fund. The program is intended to...
Listen in as Nicole Albrecht & Rob Britton discuss the latest guidance released about the Paycheck Protection Program (PPP) loan and how it can be used! In this video you’ll learn: • When you should start tracking and using the money • What is considered a...
How many loans can I take out under this program? Only one. What can I use these loans for? You should use the proceeds from these loans on your: Payroll costs, including benefits Interest on mortgage obligations, incurred before February 15, 2020 Rent, under...
Temecula Wine Country is a very popular tourist destination. Many self-employed business owners, gig workers and independent contractors have had business grind to a painful halt. The financial strain has been significant but traditionally folks in this category would...
The Employee Retention Credit is a fully refundable credit against an employer’s payroll taxes for wages paid from March 12, 2020 through December 31, 2020. However, this is not an advance of funds so may not help cash strapped businesses. This credit is not...
An EIDL is a loan of up to $2 million with a maturity of up to 30 years that's designed to help carry businesses through tough times caused by a disaster, such as the COVID-19 pandemic.
To address borrower and lender questions concerning the implementation of the Paycheck Protection Program (PPP), the SBA and Department of the Treasury has issued this additional guidance in the form of FAQs. Of particular interest: Question #7: The CARES Act excludes...
Wednesday night, the Senate passed the anxiously awaited relief bill aimed at providing emergency relief to individuals, businesses and institutions in order to prop up the US economy in this time or crisis. The Senate passed the legislation 96-0 and the bill now...
Here are some things you might consider before saying goodbye to 2019. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins.
All investment management and financial planning services are offered through TCG Advisory Services LLC (“TCG Advisors”) which is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. TCG Advisor's main corporate offices are located in Austin, Texas and a copy of its Form ADV Part 2 is available upon request. This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website and any related content is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in or through this website will perform in the same manner in the future. All investing involves risk and investors may experience positive or negative growth. Nothing in this website should be construed as guaranteeing any investment performance. This website may contain forward-looking statements and projections that are based on TCG Advisors' current beliefs and assumptions on information currently available that TCG Advisors believes to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.
Financial Accounting Services and TCG Advisory Services, LLC, and its related companies, are not affiliates of each other.
*Rob Britton and Matthew J. Anderson are Senior Wealth Advisors with TCG Advisors.
**Nicole Albrecht is an investment advisor representative offering investment advice, financial planning and related services through TCG Advisors.
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