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The COVID-19 pandemic has caused unprecedented hardships on small businesses, nonprofits, and other entities. They are experiencing unexpected decreases in cash flow due to the “shelter-in-place” orders enacted by many municipalities. The U.S. Small Business Administration (SBA) has worked to provide Economic Injury Disaster Loan assistance to eligible organizations to help ease the effects through fhe Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

The novel coronavirus disease 2019 (COVID-19) and the response to this pandemic have created an unprecedented, fast-moving, and challenging environment. Join guest Chris Schumann and host Damien Martin for the first episode of a three-part series focused on helping you respond responsibly to COVID-19. They share practical advice and key action steps businesses and their owners can take to confront the unexpected business challenges of the current situation. Here’s what’s covered:

Due to the SARS-CoV-2 virus (COVID-19), Washington recently enacted legislation providing various relief measures. In this second episode of a three-part, COVID-19 Response Series, guest Ryan Peterson and host Damien Martin discuss the payroll-related provisions provided under this new relief. They cover items of common confusion, identify areas needing additional guidance, and explain what these newly enacted provisions may mean for you and your business.

Predicting the future path of inflation is notoriously difficult; just ask any economist. The best protection against future uncertainty is a well-constructed portfolio, tailored to meet the asset owner’s risk tolerance, portfolio objectives, and spending needs. While there are trade-offs associated with all solutions to protect a portfolio against inflation, there are ten things that investors have come to appreciate.

As of the week of April 6, there continue to be diverse opinions among leaders within the United States on which policies and procedures will provide both a safe environment for employees and allow productivity to return to levels that are closer to those generated before the COVID-19 crisis. This Executive Summary provides an overview of the initial patterns to the way in which most organizations are examining their Back to Work policy and procedural choices.

Born out of the hard lessons learned from early 20th-century market crashes and the First World War, the concept of a diversified investment fund was formalized under the Securities Act of 1933 and Investment Company Act of 1940. Three types of funds were created, including the closed-end funds (CEFs). It can be psychologically difficult to stay invested in tough times and amid the COVID-19 pandemic, but that’s what it takes to unlock the value of closed-end funds.

On March 27, 2020 the Coronavirus Aid, Relief, and Economic Security (CARES) Act (the Act) was enacted into law. The Act provides relief to individuals, small businesses, and others impacted by the ongoing Coronavirus emergency. This summary offers an overview of certain relief provided to individuals by the ACT, including direct payments to taxpayers, retirement plans, qualified plan loans, and expanded unemployment compensation.

The CARES Act was signed into law on March 27, 2020. The Act provides relief to individuals and families in the form of direct payments, relaxed restrictions on retirement accounts and new guidelines on cash donations to public charities.

Tax alpha is a measurement of tax efficiency that attempts to isolate the value of active tax management by comparing a manager versus a passive benchmark. This metric is preferred over alternative measures of tax efficiency because it shows the investor’s actual tax experience and uses a custom benchmark to put the results in perspective. The primary shortcoming of using alternative metrics such as turnover, unrealized gains, or loss carry forwards is that they can only indicate the investor’s potential tax experience—not their actual experience.

Taxable investors are right to be concerned with measuring performance on an after-tax basis. However, to put after-tax performance in perspective requires a benchmark, just as pretax performance measurement does. Yet unlike pretax performance, after-tax performance is unique to each investor’s tax situation and asset flow patterns.