Resources for Dealing with the COVID-19 Crisis


Resources from our Advisor Community


The CARES Act: Provisions that Affect Individuals and Families
Hemenway & Barnes
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
CARES Act: Key Tax Provisions Offering Relief to Businesses and Individuals
Schiff Hardin
The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains multiple tax-related provisions intended to offer relief to both businesses and individuals. We outline key provisions of which
CARES Act: What's In It for Small Businesses and Small Business Owners?
Schiff Hardin
The stimulus package provided from the Coronavirus Aid, Relief, and Economic Security (CARES) Act includes the Keeping American Workers Paid and Employed Act, which offers financial relief to help
Coronavirus: Insurance Coverage for Business-Related Losses
Warner Norcross & Judd
Businesses are feeling the effects of the coronavirus and are wondering if some relief may be available from their insurance policies. Warner's Insurance Law practice group provides summaries of
Estate Planning in Turbulent Times
Sheppard, Mullin, Richter & Hampton
As we learn to cope with the unprecedented changes to our daily lives imposed by the COVID-19 crisis, many are rethinking about the steps to take to confirm that their affairs are in order. Now is
Podcast: Putting Market Volatility in Context for Family Offices
Boston Private
With unprecedented health concerns and economic uncertainty at the forefront of everyone’s mind, Edward Marshall sat down with Richard Perez, to provide guidance on how to put these events into
CARES Act Brings Changes to Incentive Charitable Giving
Greensfelder, Hemker & Gale
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to
Summary of the Coronavirus Aid, Relief, and Economic Security Act
Warner Norcross & Judd
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was signed into law. The CARES Act provides emergency assistance to individuals, families, and
A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn
Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. But harvesting all the losses in a portfolio creates risk—risk that can
Crisis Communication: Five Steps to Help Your Business Manage the COVID-19 Impact
Plante Moran
COVID-19, also known as the coronavirus, has caused unprecedented global disruption. Keeping your stakeholders informed with clear, consistent messaging is essential for risk mitigation, so be sure