Congress has officially passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The mission of this bill is to provide emergency and health care assistance to individuals, families, and businesses affected by the 2020 coronavirus (COVID-19) pandemic. Below is a summary of resources regarding the CARES Act for both businesses and individuals. We will update information as it becomes available:
FOR BUSINESSES & SELF-EMPLOYED INDIVIDUALS
- Emergency EIDL Grants
- Payroll Considerations of Covid-19 Legislation
- Tax-Related Provisions for Businesses
FOR INDIVIDUALS
- Recovery Rebate for Individuals
- Waivers Related to Retirement Plans & Funds
- Charitable Deductions
- Required Minimum Distributions (RMD)s Waived for 2020
- Employer Student Loan Repayment Exclusion
As every business situation is different, it’s important to be sure you are applying for the correct loan(s). For more information please reach out to your Lutz representative or call us at 866.577.0780.
Recent News & Insights
Recent News
Lutz Gives Back + 12 Days of Lutzmas 2025
The “12 Days of Lutzmas” is an annual tradition that brings our team together to support the ...
Market Commentary
Tis the Season... For Market Forecasts
As we near the finish line for 2025, investors are once again inundated with market forecasts. ...
Client Advisory Services
Tired of Complex Books? 8 Ways to Simplify Your Accounting
Messy books can make even simple financial decisions feel complicated. Have you ever been in a ...
Human Resources
HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level ...
Let’s get you where you want to go.
We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.


%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)

%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(3)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(4)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(5)%20(1).jpg)
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)