Coronavirus Planning Checklist for Business Owners
Use this checklist as a handout to help your business owners plan through the Coronavirus economic downturn. Download
Tag: Client education
2020 Tax Preparation Planning Presentation
Use this presentation to educate clients and prospects about tax planning before the July 15th deadline. Download
RMD Planning in 2020 Presentation
Use this presentation to educate clients and prospects about RMD planning in 2020 following the SECURE and CARES Acts passed in 2020. Download
SECURE Act and Stretch IRA Planning Presentation – Short Version
Use this presentation to educate clients and prospects about the SECURE Act passed in 2020. (Short version) Download
SECURE Act and Stretch IRA Planning Presentation – Long Version
Use this presentation to educate clients and prospects about the SECURE Act passed in 2020. (Long Version) Download
Planning for Business Owners – Coronavirus and Relief Package Presentation
Use this presentation to educate business owner clients and prospects about the CARES Act and its relief provisions for business owners. Use the “Planning Checklist…
Client Update: Coronavirus and the Markets Presentation
Use this presentation as a special update for clients on Coronavirus and its recent impact on the markets. This slide deck is designed to provide…