Modera financial advisers enjoy sharing their experience and counsel in many ways. Here we provide a regularly updated list of articles on a variety of topics we hope will be of interest to you.
CARES Act FAQ: Tax and Financial Relief for Individuals
Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Important Information For Small Businesses Impacted By COVID-19
Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Modera Updates: Letter to Clients 3/19/2020
With another week of intense market volatility and uncertainty over the economic impact of COVID-19, we find ourselves in challenging but not unfamiliar circumstances. Like many of you, we’ve weathered crises like this before and have come out stronger on the other side. Modera has been around since 1983.
Taxing Social Security: A Quick Guide to the Rules
Whether you’re close to retirement or already there, there are things you may already know about receiving Social Security. You may know that, in most cases, you will need to be at least 62 before you can start collecting. Sounds simple enough. But there are other rules regarding Social Security benefits, especially when it comes to taxation, that are more complex and often confusing.
Donor Advised Funds
I have been reviewing the benefits of Donor Advised Funds (DAFs) with clients as a way to get the most out of their charitable giving considering many are now seeing the impact the recent tax law change has had on the deductibility of donations.
What Dental Practices Can Do About the “COVID-19 Closure”
By now, you are undoubtedly aware the ADA recommended dentists postpone “elective procedures” through April 6 to help “flatten the curve” of the COVID-19 pandemic in the U.S. Since elective procedures are estimated to comprise >90% of modern dental practices, most offices are closing, with dentists coming in only for emergencies.
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