News and Updates from the office of John T. Halterman
2020 Tax Reference Guide
   
  
As we all know too well, the COVID-19 virus has had a devastating impact on our country.
We may not be able to control the rising health issues, but we are grateful businesses can receive assistance from the government in the form of the Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act).

As your Wealth Advisory Team, we greatly care that you remain well informed about the changes happening in the world and are here to serve as a valuable resource to you and your family.  

Please find our 2020 Tax Reference Guide here. It is up to date with useful information from the Secure Act changes that went into effect Dec. 2019.

Of course, the CARES has added many additional provisions for this year that we shared in previous emails, but this tax reference is accurate as of March 25, 2020. Please check below in our "In Case You Missed It" section for previously shared content.

If you or your family have any questions, please do not hesitate to contact us at 304-626-3900. We are more than happy to chat on the phone or set up a zoom meeting.  

We want you to know we're thinking about you. Please reach out and let us know how you are doing and that you and your family are safe. We would love to hear from you. Please feel free to respond directly to this email.  


Warm Regards, 


A Little Humor to Break Up the Monotony 

Work From Home Fail During Self Quarantine
 
We specialize in working with a select group of Entrepreneurs, Professional Practitioners, and Individuals in the Retirement Red Zone.

We developed and refined a consistent process that helps our clients in four primary ways:
  • Maintain a Successful and Sustainable Lifestyle in Retirement 
  • Tax Mitigation Planning
  • Family Protection against Unplanned Catastrophic Losses
  • Transfer Family Wealth and Legacy in the Most Efficient and Tax Advantageous Manner
If you would like help in accomplishing these things,
request a listening session today.

In Case You Missed It

We've been sending out quite a few communications lately to keep you informed and at ease during this unprecedented time. In case you've missed any of our communications, here are some other helpful links:

4/6/20: What is The Worst Virus Outbreak Ever?

4/4/20: Do the C.R.E.F.I Calculation Now

4/3/20: How the Coronavirus Paid Leave Rules Apply to You 

4/2/20: 3 CARES Act Actions for Small Businesses

4/1/20: 4 Significant Ways the CARES Act Can Provide Financial Relief

3/30/20: Top 8 Changes to the SECURE Act You Need to Know

3/28/20: Managing Anxiety Through Charitable Giving:

3/25/20: Checking In and Helpful Resource Links:


3/23/20: 90 Day Tax Deadline Delay:

3/20/20: Coronavirus and the State of the Markets: 


Beacon Wealth Management
607 East Pike Street,  Clarksburg, WV 26301
304.626.3900

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member  FINRA / SIPC . Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Advisor. Beacon Wealth operates independent of Cambridge.
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