covid19

This new checklist includes new emergency relief options outlined in: 

• The CARES Act
• Families First Coronavirus Response Act
• Executive orders
• IRS changes
• And other relief options specific to COVID-19 as they pertain to individuals

This checklist covers many of the issues to consider during a recession or market correction:

• Useful strategies when the valuations of the markets are low (i.e. ROTH Conversions and gifting strategies)
• Strategies to mitigate the negative impact (i.e. cash flow becoming tight) 

This checklist covers many actions to consider if you recently lost a job:

• List of planning issues that arise from job loss
• Helpful even if you are simply concerned about the prospect of losing a job
• Feel more prepared or in control of your financial situation in these uncertain times

This checklist helps small business owners navigate options for emergency relief:

• Eligibility issues for PPP and EIDL programs
• The types of relief qualifying business owners can receive from various programs.
• How loan forgiveness works 
• Key points of the Employee Retention Credit and payroll tax deferral