From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses, which includes most advisory firms.
There are four main provisions in the CARES Act that can help you as a business owner:
Paycheck Protection Program
Economic Injury Disaster Loans
Employee Retention Credit
The delay of employer payroll tax payments
We cover each in our guide on the “Four Ways the CARES Act Can Help Your Advisory Firm.” Each provision has its own purpose, and if you utilize some areas, you may not be eligible for others. So take note of what each provision offers to determine which is right for your firm.
Fill out the form to download the guide.
Recent Posts
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
Blog
Mixing Business and Pleasure: How Passion Prospecting Can Help Boost Your Growth Efforts
When it comes to prospecting for new clients, many financial advisors are drawn to the flashiest new ideas to help them grow their business, whether that’s sending personalized video …