Free Covid-19 Resources For Tax And Financial Professionals
July 12: 2020 Roth Conversion Q&A from July 9 CE Class
July 9, Main Street Lending Program Alert For Business Owners
Class description
During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE classes.
July 12: 2020 Roth Conversion Q&A
Roth Conversion is a major tax saving strategy of 2020 for those who take RMDs or about to do so for the first time.
The July 9 class received an average rating of 9.6 on a 10-point scale. At the end of the session, Bob Keebler, CPA/PFS, answered questions from A4A members. (Read Q&A)
July 9: 2020: Main Street Lending Program Alert For Business Owners
Business owners who were unable to qualify for federal Covid-crisis emergency assistance from the Payment Protection Program (PPP) need to know about the Main Street Lending Program (MSLP).
Enabled by the CARES Act on March 27, 2020, MSLP is administered by the Federal Reserve Board, which is not a normal function of the Fed. MSLP makes available $600 billion in federal aid to small businesses that had sound financials before the Covid outbreak. MSLP loans are not forgivable and the program has been met with a tepid reponse from business owners.
MSLP has been thew subject of considerable buzz in recent weeks, with business owners awaiting details about MSLP loans terms. On June 26, the Fed released this lengthy FAQ, which prompted a video and email campaign educating business owners about latest details on MSLP.
To learn about our FINRA-reviewed content for financial consumers,contact us.
June 23, 2020: Covid-19 Tax Break Suspends Required Minimum Distributions
In this period of social distancing, many individuals 65 and older are staying home and their expenses are lower than expected. This has created an unexpected tax break for those who take required minimum distributions – RMDs -- or who are are about to start RMDs.
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As always, a good intro to more info than can be adequately consumed in a sitting. The webinar surely served its purpose.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
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