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ENGAGE 2020


PFP2014 - PFP2014. CARES Act Planning Session


Jul 21, 2020 12:05pm ‐ Jul 21, 2020 12:55pm

Description





In response to the sudden onset of a pandemic-induced recession, Congress has passed what may be the largest economic stimulus legislation in history. In this webinar, the experts at Kitces.com will walk through the details of the new coronavirus stimulus legislation, key new rules and provisions that advisors should be aware of, immediate planning strategies that can be implemented with clients given the new rules and additional planning opportunities that may be available going forward.

Learning Objectives:
  • Identify the provisions in the relief that impact retirees.
  • Explore the impact of the bill on student loans and education.
  • Determine the amount of recovery rebate a family will receive.
  • Understand the payroll tax relief for businesses
  • Discover other important provisions of the bill, such as: enhanced access to retirement account funds, new qualified medical expenses, and expanded unemployment insurance.

Speaker(s):

  • Jeffrey Levine, CPA/PFS, CFP, CWS, MSA, Lead Financial Planning Nerd, Kitces.com

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