XY$ Radio

XY$ Radio


XY$ Radio 003 | Initial CARES Act Overview

March 30, 2020

The CARES Act was signed in to law on 3/26/2020. That same day, Jeffrey Levine, CPA/PFS, CFP, MSA of Kitces.com delivered a comprehensive presentation named "CARES Act - New Rules, Planning Strategies & Opportunities". I reviewed this presentation several time and this episode will provide you with an overview of my initial understanding of the bill as of 3/27/2020.

In this episode

[0:47] Introduction[04:48] Recovery Rebates[16:10] Tax & Retirement Provisions[26:00] Unemployment Compensation[29:50] Key Business Provisions[41:25] Other Notable Provisions[47:35 ] Conclusions and Action Items

An initial overview of the largest economic stimulus package in US history.

https://youtu.be/XFkqjgADass