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  • Writer's pictureLally Group

CARES Act Highlights


On Friday, March 27, 2020, the President signed the CARES Act into law. Here is a look at the highlights of this $2 Trillion relief package:


Stimulus Payments to Individuals

  • Up to $1,200 for individuals (phase-out begins at $75,000)

  • Up to $2,400 for couples (phase-out beginnings at $150,000)

  • $500 per child

  • Based on 2019 or 2018 tax return

  • Stimulus payments are not taxable income


Expanded Unemployment Benefits

  • Extra $600 a week on top of state benefits for up to four months

  • Additional 13 weeks of extended benefits

  • Includes independent contractors, self-employed individuals, and part-time workers


Small Business Loans (Paycheck Protection Program)


  • Available to small businesses and 501(c)(3) organizations with fewer than 500 employees, sole proprietors, independent contractors, self-employed individuals, and more

  • Funds may be used for payroll support (including cash tips), sick and medical leave, insurance premiums, mortgage and rent payments, and utilities

  • Capped at greater of $10 million or 2.5x the borrower’s average monthly payroll cost

  • Loan forgiveness up to the entire principal amount if the business retains employees and maintains wages relative to the prior year

  • Forgivable portion of loan is equal to amount spent on payroll costs, mortgage interest, certain rent payments, and utilities during a specified 8 week period

  • Loan forgiveness is reduced if there is a reduction in the number of employees or a reduction of greater than 25% in wages paid to employees compared to the prior year o Any employer who already laid off workers (afterFeb15) will not be penalized for having a reduced payroll if the employer rehires the workers

• Forgiven debt would not be treated as taxable income to the owner


Other Items


  • Allows employers to defer payment of their portion of 2020 payroll taxes until 2021 and 2022

  • Potential payroll tax credit for employers not receiving a loan under the Paycheck Protection Program

  • Student loan payments deferred through September

  • Required Minimum Distributions suspended for 2020

  • Allows certain early IRA withdrawals of up to $100,000 without any penalties and can spread the related income tax over 3 years

  • $300 above the line charitable contribution deduction for people who don’t itemize


We’re here to help. Contact us today to learn more!

**Information provided is as of March 30, 2020. For the latest updates or any changes to the information above, please contact us directly**

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