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Posts Tagged ‘CARES Act’

Financial Planning Considerations after Job Loss

By Shakespeare | September 18, 2020
Dealing With Job Loss

How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job.…

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Saving for a Long-Term Goal (other than retirement)

By Kevin Reardon | July 14, 2020

Having a secure retirement is a long-term goal that all of us have.  We put money away consistently into a 401k or 403b with a plan to have a secure…

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Wisconsin’s “We’re All In” Initiative to Help Small Businesses

By Shakespeare | June 8, 2020

Wisconsin’s “We’re All In” Initiative to Help Small Businesses On May 18, 2020, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin…

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CARES Act Update Virtual Workshop | May 14, 2020

By Shakespeare | May 6, 2020

CARES Act (Zoom Workshop):  Issues and Tax Planning Opportunities This workshop will first define the changes brought about by the CARES Act. We will cover the tax rules and dive…

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Are you Getting a Rebate? Where will it be Sent?

By Shakespeare | April 6, 2020

Are you getting a rebate and where will it be sent?   Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the…

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