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Tag Archive for: Tax Planning

CARES Act Provides Relief to Individuals and Businesses

April 4, 2020

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here.

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https://kellercpas.com/wp-content/uploads/2021/09/blog-cares-act.jpg 247 500 KMH Wealth http://kellercpas.com/wp-content/uploads/2022/04/keller-logo-290-1.png KMH Wealth2020-04-04 19:54:002021-11-04 22:56:19CARES Act Provides Relief to Individuals and Businesses

The SECURE Act and Your Retirement Savings

February 21, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts a popular estate planning strategy for individuals with significant assets in IRAs and employer-sponsored retirement plans.

Here are some of the changes that may affect your retirement, tax, and estate planning strategies. All of these provisions were effective January 1, 2020, unless otherwise noted.

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https://kellercpas.com/wp-content/uploads/2020/02/blog-secure-act.jpg 247 500 KMH Wealth http://kellercpas.com/wp-content/uploads/2022/04/keller-logo-290-1.png KMH Wealth2020-02-21 20:35:002021-11-04 22:57:22The SECURE Act and Your Retirement Savings

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