by Anna McDonald | Jan 11, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Tax Planning
By Lauren Randazzo, CPA – Advisor We have all heard in exhaust about the Payroll Protection Program (PPP), which was rolled out as part of the CARES Act during the pandemic’s early stages. When PPP was introduced, there was (and still is) a plethora of media...
by Anna McDonald | Jan 11, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Tax Planning
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page package are part of...
by Anna McDonald | Jan 8, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Money & Life, Professional Athletes, Tax Planning
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several days to post to individual accounts....
by Anna McDonald | Dec 1, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane is ranked among the top 100 Independent Financial...
by Anna McDonald | Nov 24, 2020 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Money & Life, Professional Athletes
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP) loan recipients. As part of...
by Anna McDonald | Nov 3, 2020 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes, Tax Planning
By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to the Coronavirus pandemic, the election cycle included. Financial...