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| 6.1.2020

SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

Financial Boot Camp Series: College Savings 101

As young parents, my husband and I met with a financial planner who asked about college savings. We responded that they were on their own. Fast forward

Jason Lumpkin and Alexander Papson Featured in Us Chamber Article

Jason Lumpkin and Alexander Papson of Schneider Downs Wealth Management Advisors provides insight on small business considerations and the SECURE Act.

Alexander Papson Featured in Plan Sponsor Magazine Secure Act Article

Schneider Downs’ Alexander Papson provides insight on plan sponsor considerations related to the SECURE Act.

Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

Learn how financial planning is key to maintaining long-term balance for retirement planning and what financial variables make up the plan.


Learn more about the Disaster Relief Notice 2020-01 released by the U.S. Department of Labor in response to to the COVID-19 pandemic.

Manage Your Emotions During Volatile Times

Learn more about the ups and downs of the market during periods of crisis including assumptions regarding the severity of the impact COVID-19 and what you should do.

Employee Benefit Deadlines Postponed Through July 15, 2020

Review our blog and understand IRS Notice 2020-23 that extends certain benefit plan tax-related deadlines until July 15, 2020.

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

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