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Hot Topics / Insights
September152020
How Will The Presidential Candidates’ Tax Plans Impact Estate and Gift Taxes for Business Owners and High Net Worth Families?

Veronique Horne, J.D., and Scott T. Ditman, CPA/PFS 9.15.20 | Vision 2020 The upcoming election may have a dramatic impact on estate planning. Biden’s estate tax proposal includes a reduction […]

August202020
The Impact of Changes to 2020 Required Minimum Distributions on Estate and Income Tax Planning

Veronique Horne, J.D. and Kevin Wong, CPA 8.20.20 | Wealth of Insights This past year has brought changes to retirement plan benefits. At the end of 2019, the Setting Every […]

August202020
Choosing Trustees — the People to Carry Out Your Wishes

Veronique Horne, J.D. 8.20.20 | Wealth of Insights What could be more important than choosing the right people to carry out your wishes after you are gone? No matter how […]

August202020
Pandemic Presents Planning Opportunities for High Net Worth Individuals

Merrick Shukan, CPA, MST and Laura Genetelli, CPA, MBA 8.20.20 | Wealth of Insights The world has changed so much since mid-March. Unemployment rates have seen record highs and the […]

August062020
GILTI Pleasures – High Tax Exclusion Among Other Planning Opportunities

Lisa Goldman, CPA, TEP, M. Tax 8.6.20 | Client Alert The IRS recently issued regulations related to an exclusion of taxable income under the global intangible low-taxed income (GILTI) regime […]

July292020
Paycheck Protection Program (PPP) Loan Forgiveness – Maintaining FTE and Salary Levels

Joseph Most. J.D. 7.29.20 | Client Alert – COVID-19  Update The combination of many applicants having used all of their PPP funds and the ability to apply for loan forgiveness […]

June232020
A Borrower’s Guide to the Recent Updates to the Main Street Lending Program

Joseph Most, J.D.,  Ken Maeng, J.D., and Shayna Byrne, J.D. 6.23.20 | Client Alert – COVID-19 Update On June 20, 2020, the Federal Reserve Bank released updated Frequently Asked Questions […]

June162020
Last Chance to Obtain a PPP Loan

Joseph Most, J.D. 6.16.20 | Client Alert – COVID-19 Update The Paycheck Protection Program (PPP) deadline for borrowers to obtain a forgivable loan is June 30, 2020 and funds are […]

June052020
Congress Passes Paycheck Protection Program Fix

Joseph Most, J.D. 6.5.20 | Client Alert – COVID-19 Update This week Congress passed, and the President signed into law, the Paycheck Protection Program Flexibility Act (the “Act”), which institutes […]