CARES Act of 2020 Summary

BLOG CARES Act Of 2020

Overview of the Coronavirus Aid, Relief and Economic Security Act of 2020 (CARES Act) The global impact of the novel Coronavirus (COVID-19) has been significant.  This global pandemic, as declared…

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SECURE Act Tax Law

BLOG New Tax Law 1.20.2020

Excerpt from David Hulstrom, CFP®, CFA®, author:   Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…

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