Vaccines, Variants, and Vacations: The Future of Safe Travel
The changes and disruptions incurred in 2020 are well known and documented. But there is a new optimism, as roughly 80% of travelers have established plans during the next six months.
Planning for RMDs in 2021
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
State of the Market Update Webinar
Join Scott Kellett, CEO & President, and Greg Phillips, Assistant Vice President & Portfolio Manager, for an informative webinar focused on the current state of the market.
$290 Billion Available to Taxpayers
Out of the $2.28 trillion in stimulus funds, the CARES Act provides $290 billion for one-time stimulus payments for individual taxpayers referred to as “economic impact payments.”
COVID-19 Legislative Relief: Tax Implications for Businesses
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing businesses and non-profits across the United States.
Retirement Plan Services & Recent Legislation
The CARES Act provides financial aid for individuals and companies. The Act also has provisions allowing access to retirement savings and suspension of required minimum distributions.
COVID-19 Legislative Tax Update Webinar
Watch our informative webinar to assist you in understanding the massive amount of legislative activity surrounding the Coronavirus pandemic.
COVID-19 LEGISLATIVE RELIEF: Tax Implications for Individuals
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing individuals across the United States.
Business Owners: 5 Points to Utilize Retirement Plans
As companies navigate how to move forward in this time of crisis, a small part in potential flexibility and opportunity could revolve around the company's retirement plan.