IRS Allows the Ability to Rollover Required Minimum Distributions in 2020

On Tuesday, June 23, 2020, the IRS issued a notice clarifying the recent waiver of required minimum distributions (RMD) from retirement plans in 2020.

2020-06-26T10:55:36-04:00June 26, 2020|Categories: PBMares COVID-19 Insights|Tags: , |

New PPP Loan Forgiveness Applications Released

On Tuesday, June 16th,  Treasury and the SBA released updated PPP loan forgiveness applications, including an alternative EZ application that is designed to simplify the process for those who meet certain criteria.

2020-06-19T17:19:27-04:00June 18, 2020|Categories: PBMares COVID-19 Insights, Tax: Business|Tags: , , |

Wealth Transfers in a Low Interest Rate Environment

Throughout the past several months investors have seen turbulent markets affect not only their portfolios but their livelihood as well. As we continue to monitor this unsettling time we also see opportunity.

2020-05-20T14:20:10-04:00May 14, 2020|Categories: Wealth Management|Tags: , , |