Home / COVID-19 Resources

We have established this page to collect our resources related to our clients’ interests and needs during the COVID-19 pandemic. If you have a question or a specific topic you would like us to address, please submit your inquiry to us at FromOurTeam@valleynationalgroup.com.


  • VNFA NEWS
    Reminder – Contactless Pick-up / Drop Off AppointmentsOur team appreciates your patience as we work toward a safe reopening of our office spaces. If you need to sign paperwork, you can arrange a contactless appointment to quickly complete forms in our lobby. If you prefer, you can also arrange to pick up forms, fill them […]
  • RE: Week of 8/31 -9/5
    ATTENTION CLIENTS: Appointments for contactless drop off and pick up of documents at the lobby of our Bethlehem office will be limited next week (August 31 – September 5). If you require a visit, please call us to arrange a date and time with as much advance notice as possible. Our normal schedule of availability […]
  • Did You Know…?
    Important reminder regarding estimated income tax payments: Many taxpayers benefited from the delay in filing due dates for 2019 tax payments and 2020 estimated tax payments. For those who received their tax returns and estimate vouchers prior to the payment extension, please review your records to make sure that you made any first and second […]
  • Did You Know…?
    REMINDER – The Internal Revenue Service is allowing taxpayers who have taken a 2020 Required Minimum Distribution (RMD,) which includes beneficiaries, to repay that amount back to their retirement account(s) by August 31.  For taxpayers who took more than the RMD, only the RMD portion would be allowed to be repaid unless a 60-day rollover […]
  • IRS Paying Interest on Individual 2019 Refunds
    from IRS.gov, updated on June 24, 2020 Interest on individual 2019 refunds reflected on returns filed by July 15, 2020 will generally be paid from April 15, 2020 until the date of the refund. Interest payments may be received separately from the refund. By law, the interest rate on both overpayment and underpayment of tax […]
  • VNFA NEWS
    Green Phase UpdatesOur team is pleased that our neighbors who have not been afforded the opportunity to successfully work remotely are able to safely resume work. We have been fortunate that our infrastructure allows for us to provide our services and attention to clients from a safe distance during this time. Since we closed our […]
  • VNFA NEWS
    Limited Contactless Document Exchange Available at VNFA Bethlehem OfficeWhile our physical offices will remain closed and our team will continue to provide services remotely, we now have someone at the front desk of our Bethlehem headquarters full time to answer the main phone line and arrange for in-person drop off and pick up of tax-related […]
  • Did You Know…?
    Criminals are continuing to use the COVID-19 Economic Impact Payments as cover for schemes to steal personal information and money. Watch out for Economic Impact Payment scams, fake at-home test kits, cures, vaccine, pills and advice for COVID-19, fake shops and websites selling large qualities of medical supplies, fake charities soliciting donations, and fraudulent investment […]
  • Did You Know…?
    Some student loan borrowers have seen their credit reports damaged due to CARES Act forbearance. Read the latest updates to this story, including what to do about inaccurate negative credit reporting. (Forbes.com)
  • VNFA Q&A: Schedule K-1 Tax Documents
    Question:Can you spend some time talking about Schedule K’s, specifically for individuals such as myself who own stock in a company that mails this tax document to partners. It’s a little confusing as to what you report to the IRS and when you do report it. Answer:In recent years, many investments that have been made […]
  • UPDATE: VNFA Tax Preparation
    Our team is now ready to begin accepting paper tax documents. Our physical office locations remain closed, so delivery is limited to USPS mail. BETHLEHEM OFFICEValley National Financial Advisors1655 Valley Center ParkwaySuite 100Bethlehem, PA 18017 NEW JERSEY OFFICEValley National Financial Advisors420 Coventry DrivePhillipsburg, NJ 08865*Please call 908-454-1000 May I use FedEx or UPS to deliver […]
  • Message from the CEO – May 5, 2020
    Dear Clients & Friends, As I say in the related video I recorded from my home, these are unprecedented times. As such, our physical office locations will remain closed until further notice for the safety of our employees and our clients. I am pleased to say that our entire team is working remotely successfully – […]
  • IRS FAQ Updates
    The IRS has updated its website FAQ this month about deadlines, including those related to Health Savings Accounts and Archer Medical Savings Accounts. Q. Does this relief provide me more time to contribute money to my HSA or Archer MSA for 2019? A.  Yes. Contributions may be made to your HSA or Archer MSA, for […]
  • Special IRS Alert
    SSA, RRB recipients with eligible children need to act by Wednesday, April 22, to quickly add money to their automatic Economic Impact Payment READ MORE
  • Did You Know…?
    PROTECT YOURSELF FROM COVID SCAMS Unfortunately, fraud related to the coronavirus pandemic is part of the new normal as many people are overwhelmed, stressed, scared and in need. We have collected some links to help you share to recognize and report these criminals. CDC – cdc.gov/media/phishing.html FBI – fbi.gov/news/stories/protect-yourself-from-covid-19-scams-040620 Federal Communications Commission – fcc.gov/covid-scams U.S. […]
  • Did You Know…?
    News and information related to COVID-19 is being released and updated very rapidly. Our team has collected just a few of the latest links that we think may be most valuable to our clients. New Guidance about COVID-19 Economic Impact Payments for Social Security and Supplemental Security Income (SSI) Beneficiaries from Social Security Commissioner Andrew […]
  • Paycheck Protection Program Reference
    CARES Act – Coronavirus Aid, Relief, and Economic Security Act enacted March 27, 2020 PAYCHECK PROTECTION PROGRAM FOR SMALL BUSINESSES AND SOLE PROPRIETORS CAUSEUnder good-faith certification that the loan is necessary due to uncertain economic conditions caused by COVID-19 WHOSmall businesses, including sole proprietors, may apply for a loan through the Paycheck Protection Program. Self-employed […]
  • Did You Know…?
    Advance Health Care Directives COVID-19 Updates?It is a good planning practice to regularly review (and update as needed) your estate planning documents. Do your instructions need to be updated to cover specific situations applicable to coronavirus? For example, if your health directives indicate that you do not wish to be intubated or placed on a […]
  • Medicare & Social Security Coronavirus Information
    Medicare & CoronavirusMedicare covers the lab tests for COVID-19. You pay no out-of-pocket costs. Medicare covers all medically necessary hospitalizations. This includes if you’re diagnosed with COVID-19 and might otherwise have been discharged from the hospital after an inpatient stay, but instead you need to stay in the hospital under quarantine. At this time, there’s […]
  • IRS: What you need to know about economic impact payments
    UPDATE: The U.S. Department of the Treasury and the Internal Revenue Service announced that Social Security beneficiaries who are not typically required to file tax returns will not need to file an abbreviated tax return to receive an Economic Impact Payment. READ MORE (Treasury News Release, April 1, 2020) A release on March 30 from […]
  • The CARES Act
    The CARES (Coronavirus Aid, Relief, and Economic Security) Act There is and will continue to be a lot of information available about the details of this 800+ page bill that was signed into law on March 27th. As your trusted team, we are analyzing how any relief items in the bill may apply to our […]
  • VNFA FAQ
    Frequently Asked Questions (during COVID-19 office closure) How to I reach my Financial Advisor and support team?The best way to reach your Financial Advisor or a Support Staff member is via e-mail while they are working remotely from their individual home offices. However, you can call our main phone at 610-868-9000 and leave a voice […]
  • Special Market Note: Update on COVID-19
    by Connor Darrell CFA, Assistant Vice President – Head of Investments “There are decades where nothing happens; and there are weeks where decades happen.” (Vladimir Lenin) It may seem counter to open a discussion about financial markets with a quote from a communist leader, but we felt the above was a perfect summary of what […]
  • Message from the CEO – March 20, 2020
    Please read this entire message as it contains important details about our client services. The accompanying video is a brief overview of the two most important items included below. By order of Governor Wolf our physical office locations are closed and our entire team will continue business operations and client service remotely. Our team can […]