Tax-Smart Planning Strategies
Presented by CalmWater Financial Group
Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to evaluate some effective strategies that could help reduce your current...
Your Guide to Year-End Financial Planning
A 10-Point Checklist
Presented by CalmWater Financial Group
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us,...
New Legislation Extends PPP Loan Applications Through August 8, 2020
Presented by CalmWater Financial Group
The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save jobs during the COVID-19 pandemic. New legislation seeks to clarify some...
New PPP Flexibility Act of 2020 Clarifies Key Loan Provisions for Small Businesses
Presented by CalmWater Financial Group
The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save jobs during the COVID-19 pandemic. Ongoing interpretation and...
Charitable Giving Incentives Under the CARES Act
Presented by CalmWater Financial Group
With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Coronavirus Aid, Relief, and Economic...
The Tax Implications of Working From Home
Presented by CalmWater Financial Group
In addition to causing countless hardships, the COVID-19 pandemic has created smaller issues that may be easy to overlook during a crisis. With employees working remotely far more often, for...
Unemployment Benefits Under the CARES Act
Presented by CalmWater Financial Group
The Department of Labor (DOL) sets overall standards for unemployment benefits, and each state processes applications and determines its residents’ eligibility through its own program. Generally, most states have a one-week...
The CARES Act 2020 RMD Waiver: What You Need to Know
Presented by CalmWater Financial Group
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes provisions that temporarily relax several key retirement account...
What You Need to Know About "Recovery Rebates" Under the CARES Act
Presented by CalmWater Financial Group
On Friday, March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) in an effort to help...
How The Expanded EIDL Program Can Help Your Small Business
Presented by CalmWater Financial Group
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes several small business-focused provisions designed to allow businesses to...