Steven Roy Management and Cambyses Financial Advisors, LLC

The Library - Access all our Publications From one Location

This Page is Always Under Construction

Current and Critical

• Tax and Finance in the Time of Coronavirus

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CARES and associated Acts provisions that directly affect your ability to sustain and create employment, defray employers’ wage and salary expense, and inject liquidity into your company and the economy. 

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Filing and Procedural Due Date Monitor

• December 2020 and January 2021 (Published 11/24/2020)

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Most Recent Newsletter

• Steven Roy Management & Cambyses Financial Advisors LLC, November 20, 2020
   

Tax Planning

• COVID Relief Measures

  • Credit for Sick and Medical Leave​ (Narrative)

  • Credit for Employee Retention (Narrative)

• Preparing for your Tax Planning Appointment (Narrative)

• Charitable Giving; Plan, Execute & Defend Conservation Easements

• Real Estate; Planning and Executing 1031 Exchanges (Checklist)
   

Tax Representation

• Examination (Audit) and Defense

  • Charitable Giving; Plan, Execute, & Defend Conservation Easements

• Collections and Settlement​

  • Offers in Compromise and Installment Agreements (1 Page)​

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Tax Compliance (Return Preparation)

• COVID Relief Measures

  • Credit for Sick and Medical Leave​ (Narrative)

  • Credit for Employee Retention (Narrative)

• Annual Appointment Preparation (Returning Clients - Narraative)

• Appointment Preparation (New Clients - Narrative)

• What Can You Deduct, Why and How? (Narrative, Checklist, and Worksheet)​

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Tax Policy and Opinions

• Covid Measures: TCJA, Gig Economy, and the Law of Unintended Consequences (Short Narrative)

• Multi-State Income Tax After Wayfair (Narrative)

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Business Management; Lender Relations

• COVID Relief Measures: PPP Loans (Narrative)

• Loan Closing Documents and Their Purposes (Narrative)

• Loan Documentation Requirements

  • Purchase Order Financing (Checklist)

  • Credit Lines & Guidance Facilities (Checklist)

  • Equipment Loans and Finance (Checklist)

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Business Management; Plan, Govern, and Administer

• Business Planning and Plans​

  • Steven's Business Plan Pet Peeves (Narrative) 

  • Pre-Plan Your Business Plan (Narrative)

• Start-Up, Choosing and Forming Your Business (Narrative, Checklist, and Worksheet) 

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Portfolio Management

• Questions Every Investor Should Answer (Short Narrative)

• Securities Suitability Analysis (CFA Internal Worksheet)

• Keep Some Cash in your Portfolio (Narrative)

• Taxing Simple Options and Wash Transactions (Narrative)

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Wealth Management and Planning

• COVID Relief Measures: RMD Relief and Early Plan Withdrawals-Loans (Narrative)

• Personal Planning and Tax: Personal Residence (Narrative)

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Retirement Plans and Succession

• COVID Relief Measures: RMD Relief and Early Plan Withdrawals-Loans (Narrative)

• Plan Admin: The Annual  RMD Requirement (Reminder Note)

• Succession Planning (CFA Service Profile)

• Split Dollar Life & Retirement-Succession Plans

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Not-For Profit Donors

• COVID Relief Measures: Charitable Deduction Limit Increased (Short Narrative)

• Qualified Charitable Distributions - Maximize Deductions, Minimize Tax Exposure (Short Narrative)

• Charitable Giving; Plan, Execute, & Defend Conservation Easements
   

Not For Profit Organizations

• Defining and Forming a Not-For-Profit Organization (SOP & Checklist)

• A Taxonomy of IRC 501(c)(3) Organizations (IRS Document)

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Commercial and Owner-User Real Estate

• Commercial Real Estate Concepts

  • Why Buy Commercial or Commercial Residential Real Estate (Narrative)

  • Feasibility Analysis (Narrative)

  • Real Estate Financial Analysis (Narrative)

• Loan Documentation Requirements

  • Commercial Rental Property (Checklist)

  • Development Loans (Checklist)

• Commercial Real Estate Acquisitions, Due Diligence​

  • Financial Due Diligence (Checklist)​

• Planning and Executing 1031 Exchanges (Checklist)

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Economy, Markets, and Trade

• Star Wars Economics - A Short Meditation about Innovation

• US-China Trade Agreement Phase I (Analysis, and Lamentations)

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Policies, and Statements of Principle

Our Commitment to Your Privacy Rights

• On-Line Privacy

• Steven Roy Management Privacy Policy

• Cambyses Financial Advisors Privacy Policy

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In Case of Disaster

• Our Business Continuity Plan
   

Disclosures and Notices

• Identification Notice

• Affiliated Companies

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CFA's Brochure and Advisor Disclosures

• CFA Code of Conduct and Business Ethics

• "Company Brochure" (Form ADV Part 2A)

• Advisor Disclosure (Form ADV Part 2B) Nastaran Motiei

• Advisor Disclosure (Form ADV Part 2B) Steven Roy

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