The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.
About Emily Balmages, CFP®, CRTP
Director of Financial Planning
Emily is the Director of Financial Planning for Warren Street Wealth Advisors. Her core focus is working directly with clients. She also oversees training and education for the Wealth Advisors at Warren Street.
Prior to joining Warren Street, Emily spent seven years as a Wealth Planner for Tarbox Family Office in Newport Beach. Emily has extensive experience counseling clients on all stages of the financial planning and wealth management process, with specializations in tax planning and multi-generational planning.
Earlier in her career, Emily worked as a client service manager and tax preparer for a fee-only wealth management firm in the San Francisco Bay Area serving high net worth individuals. Emily’s work experience is complemented by her insight into the often complex behavioral aspects of family finances.
Emily attained her CERTIFIED FINANCIAL PLANNER™ designation in 2015, and is a CTEC (California Tax Education Council) Registered Tax Preparer. She earned a Bachelor’s degree in English from the University of California, Berkeley.
When not working Emily loves spending time with her three kids, reading, running, and hiking.
Entries by Emily Balmages, CFP®, CRTP
As school starts again and we are getting back to our routines, this may also be a good time to review the following list of estate planning essentials. This is a good checklist to scroll through at least once a year and upon any significant life changes.
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”
Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.
2020 has been a strange year for all of us, and although some financial planning deadlines have been modified due to the CARES Act, most 12/31 deadlines remain in place. Below are items we are considering as we wrap up the year with our clients.
There was some good news for our small business owners as the Paycheck Protection Program Flexibility Act of 2020 was signed into law today (aka PPP Flex Act). The PPP […]
This is a follow up to our first piece https://warrenstreetwealth.com/relief-is-on-the-way-a-cares-act-overview/ so if you have not yet read this first blog, please do so as this is a follow up to […]
Last Friday, in response to the COVID-19 pandemic, President Trump signed into law The CARES Act, a $2 trillion economic stimulus bill. This bill, which appears to be the largest […]
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