As we advance into the 2020 tax filing season, David L. Blain, CFA, looks ahead at the proposed tax planning changes in 2021. These changes could have severe consequences for business owners nationwide and high-income earners in states like California, Oregon, and Washington. In his 5th episode of the 2021 Financial Forecast Series, David reviews the proposed tax reforms and outlines the techniques and strategies for continued financial success.

As a Chartered Financial Analyst (CFA) and Vice Chairman of the Board of Directors at Carolina East Health System, David L. Blain, CFA, has experienced a front-row seat to the 2020 COVID-19 pandemic from both a micro and macro effect on the economy and financial markets. In his ongoing series, 2021 Financial Forecast: A Step-By-Step Guide to a Year of Change, David provides a thorough overview of what to expect in the year(s) ahead, while taking a deep-dive into the financial sectors potentially affected by the incoming administration's proposed policy changes.

As Amazon expands its reach to shopping centers and COVID-19 lingers on, supporting local, small businesses has never been more critical. As a reminder to shop locally, we have compiled a list of this year's most compelling statistics.

CEO and Senior Wealth Advisor, David L. Blain, CFA, shares his experience as a small business owner, and how he scaled his company from making a mere $800 in his first year to now operating a successful multi-million dollar firm.

In his many years as a personal investor and financial advisor, BlueSky Wealth Advisors CEO David Blain, CFA, has become a bit of an expert in real estate investing. In a recent REI Diamonds podcast interview with Dan Breslin, David details his real estate journey, from flipping and selling homes for military families to finding success and satisfaction in syndicated real estate and real estate investment trusts (REITs).

Listen in to the Sharkpreneur podcast with Kevin Harrington and Seth Greene as BlueSky Wealth Advisors CEO, David Blain, CFA, details how his West Point days and elite military service led him to the best investment he ever made.

The SBA just released the following FAQ which states that if a PPP loan amount is less than $2,000,000 it is deemed necessary, and if it is over $2,000,000 and was not necessary the result is that it has to be repaid. This takes well-capitalized clients out of harm's way. Many were struggling with whether to keep or return the borrowed funds.

David Blain, CFA, explains COVID-19 Stimulus Programs for Business Owners and Independent Contractors. Read the full transcripts here.