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April 10, 2020 at 01:42 PM
Jeff Levine (left) and Jamie Hopkins specialize in tax, retirement and planning issues.
The government’s $2.2 trillion stimulus package included a relief loan program for small businesses affected by the COVID-19 pandemic, and advisors can tap into the $349 billion of available assistance via the Paycheck Protection Program.
The details and application process are complex, though, according to two tax and financial planning specialists: Jeffrey Levine, lead “financial planning nerd” for Kitces.com, and director of advanced planning for Buckingham Wealth Partners; and Jamie Hopkins, director of retirement research at Carson Group; managing director of Carson Coaching; and finance professor of Practice at Creighton University’s Heider School of Business.
