The CARES act creates many opportunities and pitfalls! Learn from California Estate Planning Attorney and financial expert.
What personal planning opportunities and pitfalls have been created by this huge Coronavirus Aid, Relief and Economic Security Act (CARES)? This two trillion dollar stimulus bill modified the SECURE Act. We’ll learn about the PPP rules, charitable deductions, tax-penalty relief for IRAs and withdrawals, loans from IRAs, suspended RMDs and more.