April 2020: The CARES Act, Working from Home, Tax Credits

Posted by Jerry Mee, CFP®

Apr 1, 2020

Subscribe and Listen on Mobile
Apple Podcasts | Google Podcasts | Stitcher | Spotify

The gang tackles several timely topics in this month's episode. Brendan is running his practice from home and shares the challenges and benefits that he's run into so far. Jerry leads a discussion on the new CARES Act and also quickly revisits the SECURE Act. Finally, Mike covers refundable vs. nonrefundable tax credits and explains how you can ace some common test questions.

Here is the Refundable Tax Credit Question that Jerry, Mike and Brendan cover during the episode.

 

 

Also, here are some other helpful resources discussed during this episode:

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also Bryant's CFP® Program Director for The Boston Institute of Finance.

The Boston Institute of Finance (BIF) seeks to provide the best possible educational experience for each and every one of its students. We are educators that specialize in building industry-leading online programs. Our CFP® curriculum was first to fully satisfy the CFP® Education requirement 100% online.

 

Topics: BIF Bites Podcast