Tax and Estate Planning

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Key Provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020
Gresham Partners
The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for
Payroll-Related Relief
BKD CPAs & Advisors
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
SBA Loans After the CARES Act
BKD CPAs & Advisors
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-
Responding to the Unexpected
BKD CPAs & Advisors
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
CARES Act Provisions Affecting Individuals
Hawthorn, PNC Family Wealth
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
Select State and Local Tax Relief Relating to Coronavirus
PwC Private Company Services
This report summarizes certain state and local tax relief efforts relating to coronavirus. The taxes that were impacted include corporate income tax, individual income tax, and sales
Using Tax Alpha to Measure Tax Efficiency
Parametric
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
Benchmarking After-Tax Performance
Parametric
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
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
Wealth Planning for the Modern Family
Northern Trust
Estate Planning has not caught up with changing family structures. Thirty years ago, a traditional family was considered to be a husband and wife who married at an early age, bought a home, had