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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.

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.

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.

Under the Families First Coronavirus Response Act (FFCRA), employees may be entitled up to two weeks of paid sick leave and up to 12 weeks of expanded family and medical leave. In the event a child’s summer camp, summer enrichment program, or other summer activity closing for COVID-19 related reasons, will parents be entitled to paid leave under the FFCRA? Recent guidance issued by the U.S. Department of Labor provides insight.

COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons learned from facing uncharted waters.

As businesses navigate their way through the COVID-19 landscape that includes knowing how to handle complex legal and operational decisions, this roadmap provides details on effective dates and analysis of essential or critical businesses, as well as details the impact of emergency orders across numerous industries.

In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their insights on compensation structures and the challenges that come with long-term incentive options, career paths for executives in the family office space, and the importance of family education and governance in ensuring a viable succession plan in a post COVID-19 environment.

As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable. This is a result of unique risk factors that have been heightened with the rapid shift to remote working arrangements. In this webinar with accompanying slides, we discuss the steps that can be taken to mitigate the cyber threats and protect your organization during and after the COVID-19 pandemic. Select the 'download file' to view the accompanying slides.

The recent wave of protests and civil unrest that has roiled the nation has, in some cases, led to dangerous conditions in major American cities. Damage to business offices, stores, and restaurants has been widespread. Unlike their recent experiences with COVID-19-related claims in which insurers issued blanket denials, business owners are likely to receive insurance reimbursements for losses sustained during the protests.