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Evidence suggests some minority-owned businesses can’t access loans, and the Trump administration is under pressure to report borrower demographics. The issue is gaining attention against the backdrop of protests over the George Floyd killing.
June 14 -
Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
June 12 -
Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.
June 9 -
The Internal Revenue Service won’t charge people who threw their stimulus money away because they thought the envelope was junk mail.
June 8 -
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
June 2 -
The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.
May 27 -
The new relief plan has something for many taxpayers, including retirees and the recently unemployed.
May 26 -
The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.
May 20 -
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20
The TOLI Center East -
The Internal Revenue Service and the Treasury Department are beginning to send nearly 4 million economic impact payments by prepaid debit card, instead of by paper check or direct deposit.
May 19 -
The Internal Revenue Service is bringing in more help to deal with the flood of calls about economic impact payments.
May 18 -
The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.
May 18 -
The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.
May 14
Marist College -
Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.
May 14 -
Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.
May 14 -
Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.
May 11 -
For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.
May 10 -
April brought the highest unemployment since the Great Depression. Some of these people are our clients.
May 10
Mercer Advisors -
There's a great deal of help for businesses in the CARES Act and the FFCRA.
May 5
Weaver -
How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.
May 4
Ed Slott & Co.













