Archive for Resources Category
By Edelstein on December 23, 2020
After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S. House
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Posted In: Alerts & Advisories, News, Resources
By Edelstein on October 22, 2020
Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this
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Posted In: Resources
By Michael Bisso on August 27, 2020
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
By Edelstein on August 14, 2020
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
By Edelstein on August 6, 2020
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
By Edelstein on July 31, 2020
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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Posted In: Resources
By Edelstein on July 15, 2020
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
By Edelstein on July 13, 2020
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
By Edelstein on July 10, 2020
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
By Edelstein on July 9, 2020
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