Selling a Business Post-COVID-19? There Are Near- and Long-Term Steps to Consider
The COVID-19 pandemic has caused sudden and unprecedented economic disruption to businesses and people around the world. Some businesses may have already been near the end of their life cycle pre-COVID-19 and the pandemic accelerated the difficulties and decline in...
2020 Mid-Year Economic and Markets Update: Cross Currents and a COVID Hangover
The beginning of an unbalanced journey toward economic recovery Key Observations The sequential improvement in global monthly economic data is a welcome signpost, but it is our view that year-over-year data trends more acutely reflect private sector financial...
IRS Offers Relief to Retirement Plan Participants
New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and loans. The IRS expanded the...
Fed Holds on Policy and Shares Updated Projections
The Federal Reserve (Fed) met this week for their two-day policy meeting. As the economy begins to re-open and concerns over a second wave of the virus mount, we wanted to share some key updates and insight into the central bank's projections. As expected, the Fed...
Risk Assets and Economic Data Diverge in May
Markets rebound as COVID-19 infection rates decline We invite you to review our market recap for May 2020 as markets rebound and COVID-19 infection rates decline. This commentary reviews market performance across global asset classes and economic conditions, while...
Estate Planning During the COVID-19 Pandemic
The coronavirus pandemic has caused most of us to reflect on our personal health, financial wellbeing, our families and loved ones and our own mortality. We are constantly faced with illness, death, economic turmoil and unmatched uncertainty amid stay-at-home orders...
The CARES Act: Provisions for Small Businesses
In response to the coronavirus and the economic damage it has inflicted on our nation’s businesses, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The following is a summary of the small business provisions in the legislation,...
The CARES Act: Economic Relief and Income Tax Planning
In response to the Coronavirus and the economic havoc it has brought on our nation’s people and businesses, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The following is a summary of some select provisions of the CARES Act and...