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Clean House / Clean Financial Records

With all the blogs and articles about the coronavirus, one can soon get tired of them. Here is a different slant – not about how to clean or redecorate your house – but rather why you should review and clean up your financial records.

When we meet with clients, many times they do not have a […]

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No, The Coronavirus Hasn’t Changed Everything

Like most people, you likely read the news regularly during ‘normal’ times but have consumed it voraciously during the last several weeks. That practice is not always helpful to one’s psyche; the unrelenting nature of 24/7 pandemic news can leave a person feeling fearful, anxious, exhausted, and stuck. As a needed and timely antidote, we […]

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Seven Tips to Protect Your Stimulus Payment

On May 14, 2020, J. Russell George, the Treasury Inspector General for Tax Administration, published seven tips to protect taxpayers against fraud. Millions of Americans have received Economic Impact Payments (“Payments”). These stimulus Payments are a great temptation for thieves and scammers.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act authorizes the IRS to send […]

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With Age Comes Wisdom

We have all heard it a hundred times. And it’s true! As we age, we learn from the myriad experiences that have paved the path to where we are and shape who we are now. Every culture has proverbs about the wisdom learned through aging and the respect that should be afforded the seniors in […]

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Charitable Giving in Times of Crisis

There have been few events as consequential and as universal in their impact on everyday life around the globe as the COVID-19/Coronavirus Pandemic of 2020. At the time of this writing, reported cases of the Coronavirus have just crossed the one million mark1, and it’s estimated that about one-third of the world’s population is under […]

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CARES Act – Checks to Individuals

On March 27, 2020, the House and Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Under this massive bill, there will be $1,200 direct payments to individuals. Qualified dependents increase the payments to families by $500 per qualifying child.

There are multiple rules on the direct payments to individuals. The payments by the […]

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Beware of Coronavirus Scams

Scammers are getting creative in the ways they trick people into giving money or sharing personal information. Even in a global pandemic, they’re at it – preying on our fears, thirst for information and desire to help – using all types of communication vehicles including social media posts, emails, texts, phone calls, and websites to […]

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Staying Strong

As news about the novel coronavirus continues, Covenant Trust wants you to know that we remain open, fully staffed and available to serve you.

We are very appreciative of the trust you put in us. Likewise, we feel it is very important to keep you informed on the actions we are taking as we navigate through […]

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A message from Covenant Trust Regarding COVID-19

Covenant Trust is taking concerns about the novel coronavirus (COVID-19) very seriously. We are closely monitoring this rapidly evolving situation and its impact on our employees and our clients.

Our leadership team is meeting regularly with a focus on our commitment to providing clients with excellent service in the current environment. We understand the uncertainty and […]