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What 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 […]
Learn MoreSECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
Learn MoreThe SECURE Act Signed into Law
By Anne ZavagliaPosted on January 2nd, 2020
President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20, 2019. Included in […]
Learn MoreCharitable Giving for Retirees
By Anne ZavagliaPosted on December 3rd, 2019
Retirees age 70.5 and older must take required minimum distributions (RMDs) annually from their Traditional IRA accounts. The RMDs are counted as taxable income in […]
Learn MoreRoth 5 Year Waiting Period Rules
By Anne ZavagliaPosted on October 29th, 2019
There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]
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