CARES Act

Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know

Investment advice firms netted hundreds of millions of dollars. Here’s where they’re based, what lenders they turned to, and more.

Jacob Gottlieb, whose $8 billion fund shuttered amid an insider trading scandal two years ago, received a $150,000 to $350,000 loan for his new shop.

Some advisors have questioned the ethics of taking the loans, intended to help small businesses keep their employees on payroll.

Those who don’t pay them back could lose up to 45% of their potential savings.

The extension also applies to Americans living abroad who would otherwise generally have had a filing deadline of June 15.

The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

Tax pros share what they’re telling clients about relief for the jobless during the pandemic.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?

The Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.