Jennifer
Arp
Jennifer Arp
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2020 Election Year Planning: A Window of Opportunity
Uncertainty is pervasive these days. However, we are all familiar with Benjamin Franklin’s quote, “…nothing can be said to be certain, except death and taxes.” With the 2017 tax law changes in the Tax Cuts and Jobs Act (TCJA), the amount of assets that someone can leave to his/her heirs without incurring estate tax increased significantly.
Retirement Plan Industry Update – Q1 2020
The CARES Act: Relief for Retirement Plan Participants
On March 27, 2020 Congress overwhelmingly passed, and the President signed, the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Q2 2020 Market Commentary: Beat the Dealer
It is hard to believe that the first case of COVID-19 in the U.S. occurred less than three months ago, on January 20, 2020. While the world was aware of a new virus in China identified earlier in the month, it is unlikely anyone expected to be where we are today.