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The CARES Act has brought important tax relief provisions and these, coupled with sophisticated tax planning techniques, are more effective now as asset values and interest rates have dropped. Our discussion focuses on key COVID-19 programs and wealth and tax planning ideas that may benefit your family, including making adjustments to grantor retained annuity trusts (GRATs) to maximize high-basis assets.

The current economic downturn has many business owners rethinking their transition plans and exit strategy. It may feel counterintuitive amid the COVID-19 pandemic, but now is a good time to consider a sale of business. Doing so allows for the kind of preparation that will help position and present the company from a place of strength. Planning well in advance can pay off significantly.

When entering into the emerging field of cultivating and selling cannabis, how do companies navigate the environmental issues surrounding it? This webinar covers how existing laws and regulations impact the industry, explain regulatory trends, and offers compliance tips for entrepreneurs.

Family offices and their affiliated businesses have gone through a number of transformative changes due to the disruptive nature of COVID-19. Many will qualify for COVID-19 liquidity programs. In this discussion, the RSM team focuses on the program specifics and family office considerations, including compensation options and lending provisions.

Global equity markets have rebounded despite a global pandemic, economic depression, and social unrest. A second wave of the virus remains a significant concern and is expected to result in continued stock price volatility.

There is a renewed sense of urgency around racial equity investing in the wake of the COVID-19 pandemic and the widespread protests after the deaths of George Floyd and others. By taking on three achievable actions and staying committed to them, investors can help address racial inequities in their investment practices and portfolios. If adopted widely, they have the great potential to reduce some of the imbalances that permeate throughout the asset management industry and society at large.

There has been an expectation that value stocks should provide greater protection in a market downturn as the market should theoretically place a greater emphasis on quality and stability, attributes typically found in value stocks. However, growth stocks have continued to outperform value stocks. Is the foundation of value investing broken? Or are there reasons to expect a reversal in performance in the next market cycle?

The relationship between stock market performance and the economy has always been tenuous, but why does the gap seem to be getting larger?

The COVID-19 pandemic has upended almost every facet of American life—including the cannabis industry. In this roundtable, the Sheppard Mullin team covers current market conditions, the impact of COVID-related legislative mandates, financial implications of the recently enacted economic stimulus bills, labor and employment concerns, supply chain impacts, and more.

The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs. This action will require a coordinated and appropriate response by the taxpayer and his or her advisors and the advisors of the related partnerships, trusts, corporations, and foundations.