April 29, 2020 | In The News
Like training for marathon running, balancing the direction of the firm’s financial planning department with serving client relationships takes a great deal of discipline, time, and energy. According to Maureen Leneghan, CPA, CFP®, CGMA, Clearstead’s Director of...
April 23, 2020 | In The News
Author: Michael Shebak, Head of Institutional Consulting, Senior Managing Director Challenging and uncertain times call for clarity and steadfastness. Investors are coping with declines in markets, possible permanent dislocations to their businesses, and planning for...
April 16, 2020 | In The News
Author: James Thomas, CPA, Planning Associate Under the Coronavirus Aid, Relief and Economic Security (CARES) Act. P.L.116-136, eligible individuals will receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples. Parents also...
April 3, 2020 | In The News
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed Congress on March 27, 2020 and provides $2 trillion in benefits to US consumers, businesses, and institutions. Our team has dissected this new law and have identified several areas in which we...
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...
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