March 31, 2020 | In The News
Below is a concise list of recent tax related news around filing deadlines and proposed CARES Act related tax updates for individuals. Please note that individual states are starting to adopt the IRS deadlines, but not all have. Clearstead continues to work towards...
March 23, 2020 | In The News
CLEARSTEAD IS FULLY OPERATIONAL Employees are Working Remotely We sent employees home this week, except for three or four employees whose work is considered essential under Ohio guidelines. As we mentioned, we have a longstanding Business Continuity Plan that enables...
March 13, 2020 | In The News
In a down market, Clearstead’s advisors looking for the silver lining. We are proactively working for our clients to capture opportunities to protect and benefit them and their families. A few of these opportunities include tax loss harvesting, portfolio...
March 13, 2020 | In The News
EXECUTIVE SUMMARY Clearstead is prepared for COVID-19, with a long-standing disaster recovery and business continuity plan to ensure client services proceed without interruption. Market volatility, while unsettling, can create opportunities on which we are prepared to...
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