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June 3, 2020

By John Halterman

In China, it's a curse to say "may you live in interesting times." If that's so, 2020 is surely cursed. It all started with coronavirus in January or thereabouts. April brought the murder hornets to Washington State. (They might still be only in Washin...

May 22, 2020

By John Halterman

Due to the COVID-19 pandemic, the IRS has gradually postponed necessary tax filing and payment deadlines.

Now the IRA has issued new guidance postponing almost all tax-related actions over the next few months. This latest postponement is much more exten...

May 7, 2020

By John Halterman

Hopeful Realism...

That's what I believe in.

Pollyanna thinking ONLY is wishful thinking.

Dire Chicken Little thinking ONLY is paralyzing.

Hopeful Realism is built on FACTS.

Here are 3 BIG FACTS for you.


  • 1.2 Million People Have RECOVERED

  • ...

May 6, 2020

By John Halterman

"This makes the Great Lockdown the worst recession since the Great Depression, and far worse than the global financial crisis."

-IMF April 14, 2020


  • The first wave of infection continues to grow.

  • The U.S. currently has over 1.1...

May 5, 2020

By John Halterman

It's a dawn of a new norm - West Virginia is opening back up, and so are we! 

As always, please don't hesitate to call us at 304.626.3900. We'd love to set up an in-person meeting, phone or video call.

We look forward to seeing you soon. 

About John

John H...

April 30, 2020

By John Halterman

Some of you are flying through this stay-at-home order with no worries at all, and we commend you. Others may be suffering from anxiety and depression, and we understand you. Whatever the nature of your being right now, we want you to know that we care...

April 28, 2020

By John Halterman

Life comes at you fast. Two months ago, the Dow was flirting with 30,000, unemployment was at 3.5%, and the economy was looking forward to spring with the rest of us. Today, of course, we've put the economy in a medically-induced coma. People who are t...

April 23, 2020

By John Halterman

We hope you aren't getting tired of our email communications, yet! We're trying to keep you informed as much as possible. To spice up the emails we've been sending, I decided to create a video for you today. 

We go through economic seasons, and currentl...

April 23, 2020

 By John Halterman

After the terrorist attacks on September 11, 2001, Congress added a little-known tax provision (Section 139 of the Internal Revenue Code) to the tax law.

This little-known tax code provision exempts certain payments from taxation during a disaster or t...

April 6, 2020

 By John Halterman

Depends on how you define worst.

Most dangerous? Most contagious? Most deaths? Biggest impact on society?

I believe that THE most contagious, most dangerous and biggest killer is not a health virus.

It is FEAR.

Fear can save your life when you are in dang...

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