2020 Tax Resources are Online
The CARES Act enacted in March 2020 to boost the economy added more changes, such as the stimulus payments and enhanced unemployment.
Another Round of Paycheck Protection Second Draw Loans
At the end of 2020, Congress passed, and President Trump signed, a new law that provides for additional relief related to the coronavirus (COVID-19) pandemic.
CARES Act, Tax and Retirement Updates Webinar
This webinar, hosted on April 9, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jennifer Vogler, Esq., Chief Compliance Officer/Tax Department, includes a review of tax and retirement updates as they pertain to the CARES Act.
Market Viewpoints Webinar
This webinar, hosted on April 7, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jim Englert, CFP®, EA, CEO, includes a review of current market conditions, market behavior, and what to do now.
New Spending Package Includes Sweeping Retirement Plan Changes
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the Spring of 2019, but then subsequently stalled in the Senate.
Funding Your Children’s Education
The average annual cost of a private four-year university has skyrocketed. Our financial advisors have the knowledge and experience to advice you and your family on the best options for funding your children’s education.