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.

Download the Guide

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services

By: Ana Trujillo Limon
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …
Blog

Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton

By: Ana Trujillo Limon
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …
Blog

Excell 2024: Get to Know Mainstage Speaker Liz Bohannon

By: Carson Group
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …
Blog

ReFrame | Kellan Brown

By: Ana Trujillo Limon
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …
1 2 3 870