Employee Retention Credit Alert!
As you may know, there have been three major stimulus bills, included and subsequently enhanced in these bills, is the Employee Retention...
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Yechiel Roth CPA, CFP, PFS
Dec 29, 20203 min read
New Stimulus Package
On December 27th, Congress passed a $900 billion coronavirus aid package, included in the Consolidated Appropriations Act 2021. The bill...
147 views14 comments
Yechiel Roth CPA, CFP, PFS
Aug 30, 20201 min read
Payroll tax deferrals under the new executive order and under the Cares Act
What’s the difference and should you utilize it? Under the Cares Act, an employer is allowed to defer payment of the employer portion of...
80 views4 comments
Yechiel Roth CPA, CFP, PFS
Aug 27, 20201 min read
What is the value of a stock?
The current price of a stock is decided by the market, it is the price at which sellers and buyers are ready to trade. But what is the...
60 views2 comments
Yechiel Roth CPA, CFP, PFS
Aug 21, 20201 min read
Social Security benefits for widow
A recent widow, who was on social security, asked me, how much social security will she be receiving now that her spouse passed away?...
38 views0 comments
Yechiel Roth CPA, CFP, PFS
Aug 12, 20201 min read
Self insuring thru S&P index fund and term vs Whole Life (WL).
Some people say you can self insure and WL is useless. I ran a comparison using the current difference in premiums between WL and 20 yr...
43 views1 comment
Yechiel Roth CPA, CFP, PFS
Aug 6, 20201 min read
Should you cancel your whole life policy?
Question from a neighbor: "I bought a whole life insurance policy as an investment two years ago, someone explained to me that WL is rip...
24 views1 comment
Yechiel Roth CPA, CFP, PFS
Aug 5, 20201 min read
Concerned about inflation
Question from a tax client: "I believe there will be a lot of inflation soon. I have some extra cash that I would like to protect from...
17 views1 comment
Yechiel Roth CPA, CFP, PFS
Jul 13, 20201 min read
Reminder to make your IRA contributions
Reminder to make your 2019 IRA contributions by July 15, 2020, The limit is 6,000 or 7,000 for people 50 and older.
17 views1 comment
Yechiel Roth CPA, CFP, PFS
Jun 18, 20201 min read
What is the savings on buying larger Whole Life Insurance policies vs. smaller ones?
What is the extra cost of buying a smaller 500K whole life policy vs. a larger 1.5 million policy? I ran comparable illustrations with...
21 views2 comments
Yechiel Roth CPA, CFP, PFS
Jun 12, 20201 min read
Distributions of assets after acceptance of the EIDL loan.
Many companies are getting on their EIDL closing documents from the SBA, a clause that says the following “Borrower will not, without...
251 views0 comments
Yechiel Roth CPA, CFP, PFS
Jun 5, 20201 min read
Payroll tax deferral now expanded for recipients of PPP loan.
An additional feature of the new legislation is that recipients of the PPP loan are now eligible for Employer Social Security Tax...
23 views1 comment
Yechiel Roth CPA, CFP, PFS
Jun 5, 20201 min read
PPP updates
Today the president signed the "Paycheck Protection Program Flexibility Act (PPPFA)”. This new law adds flexibility to the PPP program....
24 views1 comment
Yechiel Roth CPA, CFP, PFS
Jun 4, 20201 min read
PPP and Unemployment
Some people haven’t taken the PPP, because they rather would just utilize unemployment.. but now that the PPP forgiveness period is...
16 views1 comment
Yechiel Roth CPA, CFP, PFS
May 15, 20201 min read
Main Street Lending Program
The “Main Street Lending Program” has 3 “Facilities” or sub programs. The “Priority Loan Facility”. *Requires this loan to be priority or...
37 views9 comments
Yechiel Roth CPA, CFP, PFS
May 13, 20201 min read
Penalties waived for certain ditributions from IRA's
Distributions of up to 100k can be taken from retirement plans (IRA’s 401k, etc.), for financial difficulties related to having someone...
14 views2 comments
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