Archive for Resources Category

With Virtual Learning on the Horizon, Does Your Home Have Enough Bandwidth?

With colleges, universities, high schools, middle schools and elementary schools all either started or starting soon, virtual learning seems to be incorporated throughout the educational system in some form. That means technology at home, if

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Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in

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Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may

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Posted In: Resources

529 Plan Fridays

In February, Tax Partner,  Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash

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COVID-19 Webinar Recording

Last month, Sapers & Wallack hosted a third Town Hall webinar regarding COVID-19 related topics.  Managing Partner, Scott Kaplowitch, was an expert panelist discussing the Paycheck Protection Program (‘PPP’) Loan and forgiveness.  He was joined

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Posted In: Events, Resources

Marc Bello to present at Newburyport Bar Association virtual conference

This year, the Greater Newburyport Bar Association‘s annual New England CLE conference will be held virtually on Wednesday, July 15th and Thursday, July 16th.  Partner, Marc Bello, will be presenting Business Interruption and Its Impact

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Posted In: Events, News, Resources

Jason Pierce to be panelist on Boston Bar Association webinar

On Friday, July 17, 2020, Jason Pierce will be an expert panelist on the Boston Bar Association’s webinar, Sophisticated Financial Issues in Divorce Matters and the Impact of COVID-19. The webinar will discuss: Divorce cases

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Posted In: Alerts & Advisories, Events, Resources

IT Consulting Services: Keeping your workforce healthy

As offices begin to reopen for employees, the top priority is how you’re going to keep your work force safe and healthy.  One item for consideration is screening people for their temperatures.  Did you know

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Posted In: Alerts & Advisories, Resources

5-week PPP extension signed

Over the weekend, President Trump signed a bill extending the Paycheck Protection Program (‘PPP’) application window by 5 weeks. This extension will allow a source of funding for small businesses to remain open until August

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Posted In: Alerts & Advisories, News, Resources

Senate approval of PPP extension

On Tuesday night, the U.S. Senate unanimously passed a five-week extension of the Paycheck Protection Program (PPP), hours before the application window was set to close. Before the extension can take effect, it will need

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Posted In: Alerts & Advisories, News, Resources