Planning Ideas Around Retirement Accounts

Several new planning opportunities have been created by the CARES Act, the SECURE Act and the subsequent IRS guidance related to how these are affected by the extension of the tax deadline. In this article, we would like to share with you several of those planning...

Perspective on the First Quarter

We have all lived through a lot of change these past few months because of the coronavirus. Over the course of this coming year, the world will return to everyday routines, albeit with some differences. Some of us will be getting on airplanes for long-overdue visits...

CARES ACT 2020

Last week, the U.S. government signed into law the largest economic stimulus bill in our country’s history in response to the effects of the coronavirus. The more than $2 trillion relief package, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, is...

We Are All in This Together

Since January, we have been focused on the coronavirus as people around the world cope with the developing global health crisis. Last week, Tom Hanks announced that he and his wife, Rita Wilson, had both tested positive for the coronavirus. This surprising news had an...