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CARES Act

Displaying 29 results

Topic

Advisers are taking PPP loans for future needs as uncertainty lingers

Sixty-one percent said they anticipate financial difficulties in the coming months

Topic

Battle lines drawn over RIAs taking PPP loans

Critics challenge the morality of fee-based advisers taking government bailout money

Topic
  • News
  • April 24, 2020

For charitable givers, CARES Act offers big tax breaks

The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income

Topic

Advisers should look before leaping into stimulus debt programs

Unless it's a matter of business survival, the strings attached to the loans might prove even more costly

Topic
  • News
  • April 16, 2020

Fed rescue efforts force advisers to rethink asset allocation

The agency’s emergency efforts to rescue the economy are already being viewed as uncharted territory

Topic
  • News
  • April 10, 2020

Fed’s rescue efforts leave advisers hopeful — and confused

The second government stimulus package comes as advisers are still trying to navigate the historic Cares Act

Topic
  • News
  • April 7, 2020

Cares Act student-loan relief has few takers

Workers can receive as much as $5,250 for debt repayment, tax free, from employers

Topic
  • News
  • April 6, 2020

Advice groups push for tax break for fees in next stimulus package

Senate Finance Committee spokesperson says that it's ‘too early to know what the legislation might encompass’

Topic
  • News
  • March 27, 2020

Coronavirus stimulus package passes House, gets mixed adviser reviews

The $2.2 trillion bill will boost unemployment benefits and small-business loans, but some advisers said that might not be enough