looking ahead: What’s Next?
2020 has been an unprecedented year to date across so many aspects of our lives.
Following are our resources to help you navigate what it may mean to you.
ELECTION impacts
Moneta experts from across the firm weigh in on the potential financial impact of current events on you.
TOPICAL WEBINARS
The MonetaU Speaker Series brings you the latest from thought leaders outside of Moneta in our live webinars.
pandemic POLICY
How government policies like the CARES Act and the Payment Protection Program (PPP) may impact you.
NEWS
Tax Planning: What to expect if you reversed RMDs under the CARES Act in 2020
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service...
Year-end Tax Planning Considerations
2020 has been an unusual year to say the least. As we have adapted to "new normals" throughout our...
How will the 2020 Election Results Affect Tax Policy and the Economy?
The Democratic Party took control of Congress and the White House for the first time in a decade...
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You may also contact your Moneta advisor with questions or concerns.