From the CARES Act Tag

RMD Repayment or Rollover Deadline – Did You Know?

The deadline to return or rollover a Required Minimum Distribution (RMD) for IRA owners, beneficiaries or workplace retirement plan participants is coming up on Monday, August 31. The CARES Act allows most taxpayers with […]

Update: The HEROES Act, the HEAL Act, and PPP Forgiveness

The wheels of Congress keep churning through possible scenarios to help small businesses. The HEROES Act and the HEAL Act are both under consideration and among other things, they may extend the provisions of […]

2020 IRA Required Minimum Distributions Waived – Did You Know?

The CARES Act that was signed into law on March 27, 2020 includes an important provision for taxpayers with various retirement accounts, including 401(k), 403(b), 457(b), traditional Individual Retirement Accounts (IRAs), and designated Roth […]

Relief for Small Business Clients Under the Cares Act of 2020

The CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020 provides several important provisions that may assist as our clients navigate through the financial challenges presented by COVID-19. Here are the highlights. Small […]