The Week Ahead
Your Weekly News and Updates
April 20, 2020

Click on the photo on the right to watch a moving performance by Andrea Bocelli. The singer performed Amazing Grace Live From Duomo di Milano for his Easter Sunday performance - including moving footage of our cities around the world.
Debbie personally curates our newsletter which offers exclusive insights into events and happenings at Taylor Financial Group, LLC!
How Can We Help You?
We understand how daunting this time is for you and we are trying to provide you with helpful information during this time. Let us know if there is anything we can do to help you or your family. Who could you help during this time?
CLIENT ANNOUNCEMENTS
Don't tell me you missed our Coffee Chat 2.0 on the CARES Act...

Well, if you did, no worries! Debbie and Rob presented a Coffee Chat on the CARES Act, the current state of the market, the economy and where do we go from here? We have the replay and the full slide presentation available for you here!
Don't Miss Our Upcoming (Virtual) Events:

Both Workshops are on Tax, Investment and Planning (TIPS) For Changing Times: Includes discussion of the SECURE Act, CARES Act, Government Stimulus and the Recession.

On Thursday, April 30, at 4:15pm - Prospective Client Workshop
On Friday, May 1st, at 4:15pm - Client Only Coffee Chat

Please look out for an invitation in a separate e-mail.
If you have any questions please feel free to e-mail Alexis at [email protected]
HOW THE CARES ACT AND GOVERNMENT STIMULUS IMPACTS YOU
Are you up-to-date on the CARES Act? See below for an updated CARES Act resource guide
 Provided by Taylor Financial Group, LLC
I'm sure you've heard about the CARES Act but are you caught up on all the resources available to you?
The following resources are intended to provide general information on the main programs for individuals and small businesses due to the stimulus package. If you would like to learn more about the CARES Act and how it personally impacts you or your business, please click here to view updated resources we have gathered.
Updated Complimentary Guide: Four Ways the CARES Act Can Help Your Business
Provided by Carson Group
We strongly recommend that you download and read this Complimentary Guide available on our website. In this Guide, w e explain all tax relief offered to small and medium sized businesses. 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 business. Click Here for Our Complimentary Guide
HAVE YOU READ DEBBIE'S RECENT ARTICLE ON PLANNING OPPORTUNITIES IN A VOLATILE MARKET ?
4 Planning Opportunities for Volatile or Declining Markets: Making Lemonade From Lemons
Written by Debra Taylor, CPA/PFS, JD, CDFA

We have an expression in the office that we often use: “We make lemonade out of lemons.” When the market is down, when things look their bleakest —here are four planning opportunities to consider.  
Obviously, there are plenty of investment moves that a savvy individual can make: tax-loss trading, selling highly appreciated stocks now that other losses are in place... Read More
HAVE YOU EVER WONDERED WHAT DEBBIE DOES EVERY DAY (AT WORK)?
For anyone who wonders what Debbie Taylor's day to day life looks like, here is your chance to find out! Click on the picture to watch A Day in the Life Video of Debbie Taylor!
SECURE ACT
2 IRA Changes to Consider Right Now, Thanks to the SECURE Act
Provided by Kiplingers

The SECURE Act , signed into law in December 2019, is among the most prolific retirement legislative changes we have seen in more than a decade. Inherited IRA and updated RMD provisions in this legislation could impact your retirement... Read More

SOCIAL SECURITY
How Does the Coronavirus Pandemic Impact Your Social Security?
Provided by Taylor Financial Group, LLC

If you have been laid off or face business downturns, you may wonder if you should claim Social Security now. These guidelines can help navigate the decision. Plus, how Social Security is functioning during the pandemic... Read More
TAX RETURN REQUEST ANNOUNCEMENT

The filing and tax payment deadlines have been extended from April 15 to July 15, 2020 . If you have already filed your 2019 returns, click here for more information on how to send them to us.
CURRENT STATE OF THE MARKET
Weekly Market Commentary 04.20.2020
Published by The Carson Group

Similarly to last week, investors had to weigh progress fighting COVID-19 and what that means for the future against the economic toll the virus and policies designed to slow it are having on the economy... Read More
Do You Want a Review of the First Quarter Economic Update of 2020?
In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost... Read More

"In a society of super-sophisticated communication, we often suffer from a shortage of listeners."
- Unknown -
Last week at the office...



Oliver found his new work space!