Helping Diligent Advisors Ensure They're On The Right Planning Path
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With recent legislation to help small businesses deal with the impact of the coronavirus pandemic, it has become very confusing to keep all the eligibility rules straight and the types of relief small business owners can receive. This checklist covers the following key planning points related to:
The purpose of this checklist is to provide a high-level overview of the major financial planning points that advisors are discussing with their small business owner clients. We will continue to update this checklist as further guidance is provided.
Updated: 4/6/2020