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The Next Phase of Economic Relief
By Anne ZavagliaPosted on August 3rd, 2020
As the COVID-19 pandemic continues, Congress has introduced a number of additional economic relief bills to help Americans. Late last month, Senate Republicans introduced the […]
Learn MoreThinking About a Roth Conversion This Year?
By Anne ZavagliaPosted on July 2nd, 2020
The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]
Learn More2019 Tax filing deadline is July 15
By Anne ZavagliaPosted on July 1st, 2020
The Covid extended tax filing date is coming up on July 15. Good news for those that are expecting a tax refund this year and […]
Learn MorePaycheck Protection Program Flexibility Act
By Anne ZavagliaPosted on May 29th, 2020
The Paycheck Protection Program Flexibility Act passed the House on May 28, 2020. If enacted, the House bill will make a number of changes to […]
Learn MoreWhat is the Employee Retention Credit and How to Get It?
By Anne ZavagliaPosted on May 29th, 2020
Businesses that had their operation partially or fully suspended due to government shutdown orders, or have had a 50% decline in gross receipts compared to […]
Learn MoreUpdated Guidance for the Paycheck Protection Program
By Anne ZavagliaPosted on May 1st, 2020
Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]
Learn MoreCoronavirus Distributions from Workplace Retirement Plans
By Anne ZavagliaPosted on May 1st, 2020
Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]
Learn MoreTwo Lending/Grant Programs Your Business Must Review Quickly: The Paycheck Protection Program and Economic Injury Disaster Loan
By Anne ZavagliaPosted on April 2nd, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Title I of the CARES Act […]
Learn MorePaid Leave and Tax Credits for Businesses
By Anne ZavagliaPosted on April 2nd, 2020
The Families First Coronavirus Response Act was signed into law by President Trump on March 18, 2020. The Act provides relief to employees, as well […]
Learn MoreCARES Act – Impact on IRAs and Retirement Plans
By Anne ZavagliaPosted on April 2nd, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This stimulus package is designed to […]
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