• Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact
  • Skip to main content
Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

Find Out How We Can Help
  • Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact

2020-2021 Tax Changes With Tax Expert Greg Porcaro

In this video, Rob Auclair talks to tax expert Greg Porcaro of Otrando, Porcaro, and Associates to find out what you need to know about important 2020 tax changes and what we can look forward to in 2021.

 

Topics Discussed:

  • Who qualifies for the tax deadline extension, why, and what you need to know?
  • 2020 unemployment taxation changes
  • CARES Act 401k distribution tax detailsĀ 
  • PPP1 and PPP2 loan availability and updates
  • American Rescue Act tax updates

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

Subscribe to receive the latest videos from my Fox Providence segment "Successful Living" right to your email inbox.

Get in Touch

378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

© 2023 Balanced Wealth Management

Disclosure | Terms of Use

Quick Links

  • Introductory Consultation
  • Client Access
  • Table of Fees