CI Financial to Acquire Budros, Ruhlin & Roe, a leading US$3.4-Billion Ohio-Based Registered Investment Advisor

Transaction will grow CI’s U.S. platform to US$74 billion TORONTO and COLUMBUS, Ohio (August 10, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Budros, Ruhlin & Roe, Inc. today announced an agreement under which CI will acquire Budros, Ruhlin & Roe, a leading Columbus-based wealth management firm with US$3.4 billion in assets. …

CI Financial to Acquire Budros, Ruhlin & Roe, a leading US$3.4-Billion Ohio-Based Registered Investment Advisor Read More »

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Families had no way of knowing during the benefit enrollment period last year what 2020 would bring.  Those who chose to automatically save pre-tax money from their paychecks in a Dependent Care Flexible Spending Account (DCFSA) did so assuming that their childcare expenses would mimic previous years’ routines. This year has been anything but routine. …

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It Read More »

Accelerate giving image

Now is the perfect time to accelerate generous giving

As if a worldwide pandemic and subsequent recession isn’t difficult enough, the additional peak of a major cultural crisis now has us all searching for ways to best make a difference in this nation.   Affluent investors who want to accelerate their generous giving in response to current events have new incentives to do so, thanks …

Now is the perfect time to accelerate generous giving Read More »

Federal Student Loan Payment Relief During The Pandemic

Federal Student Loan Payment Relief During The Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was created to provide financial relief for people impacted by COVID-19.  If you have federal student loans, you are eligible for payment relief and 0% interest through the end of September. Temporary Suspension of Payments With many suffering job transitions or loss during the pandemic, the …

Federal Student Loan Payment Relief During The Pandemic Read More »

More PPP Legislation Changes, Called The Paycheck Protection Flexibility Act

More PPP Legislation Changes, Called The Paycheck Protection Flexibility Act

Yet another round of PPP legislation changes arrived in early June.  There were a few different pieces of pending legislation circulating to address shortfalls in the existing program. The U.S. Senate recently passed the House bill that would make significant changes to the PPP loan program, called the Paycheck Protection Flexibility Act (“Act”). It is …

More PPP Legislation Changes, Called The Paycheck Protection Flexibility Act Read More »

Translation of PPP Loan Forgiveness and May 14 Repayment for Business

Businesses desperately needed help keeping their workforce employed during the Coronavirus. In order to quickly get money into the hands of employers to pay employees during the economic shutdown, Congress established the Paycheck Protection Program (PPP) through the CARES Act on March 27. The key component of the PPP was forgivable loans made available through …

Translation of PPP Loan Forgiveness and May 14 Repayment for Business Read More »

Scroll to Top