July 2020

With the CARES Act, Congress decided to waive all 2020 required minimum distributions (RMDs).   What if you already took out your annual RMD before Congress changed the law?   The IRS just granted you brand-new mercy to fix the issue, but you need to take action before August...

How much is clarity worth?   A lot, a whole lot.   And how much is making things easier worth? Of course, it’s a lot, a whole lot, too.   We now have both the new (a) clarity and (b) easy road to Paycheck Protection Program (PPP) loan forgiveness for the...