We are Muted.

Normally on Wednesday we would publish our new podcast episode, but this week we wanted to mute our personal content to amplify black voices. We

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CARES Act Supplements Charitable Giving

The CARES Act, which went into law on March 27, 2020, has several provisions that can supplement charitable giving at almost any level. Largely, this

5 Ways to Secure Wealth in a Downturn

Although economic downturns, such as the one we are currently experiencing, can have real hardships for many people–there are silver linings for those fortunate to

Family Businesses Need the Payroll Protection Program Now

Many clients are asking about the Payroll Protection Program (PPP).  Here’s a slide deck to help out (based on April 3, 2020 guidance).   Payroll

Estate Planning During the COVID-19 Pandemic

The COVID-19 outbreak has shown us that now—more than ever—we need to protect the health and safety of our loved ones.  In addition to practicing

COVID-19 Has Changed Charitable Trust Planning

COVID-19 is a public health issue that goes far beyond the bounds of this blog. However, focusing only on the economic side of the equation,

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