Deep Dive: American Rescue Plan Act

In this session Summit partnered with BKD and we discuss the recent law signed by President Biden, the American Rescue Plan Act of 2021, and the associated tax-related provisions and relief.

Summit’s Jill Young along with BKD’s Tad Goodenbour, Jesse Palmer and Angie Tye will cover key features of this new legislation, how this will impact the Paycheck Protection Program (PPP) and Employee Retention Credit (ERC), and how to take advantage of the extended and expanded tax credits included in the relief package.

Additional key topics include:
Relief provisions for individuals
Restaurant grants
Aid for various organizations and industries across the nation

Tad Goodenbour, Angie Tye and Jesse Palmer is not affiliated with Cetera Advisor Networks LLC.

6 Trending Plan Provisions: What’s New and What to Know

Understand the pros, cons, and considerations for moving forward It started with a simple question during a leadership meeting: “What’s in our 401(k) plan—and are plan provisions still working for our team the way they should?” The CEO glanced around the room. No one had a clear answer. The plan

Q1 Webinar: Six Barriers To Investment Success

WEBINAR My Plan With Life Settlements: Ethical & Professional Responsibility – January 18, 2022

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Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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