Search Results

The passage of the Coronavirus Aid, Relief, Economic, and Security (CARES) Act brings much needed tax relief to individuals, families, and businesses. While the CARES Act provides many potential sources of relief, the focus here is on the key personal and business tax provisions in the Act, and how such measures can provide support in the short ter...

News, advice, and responses are quickly evolving regarding the global Novel Coronavirus Disease (COVID-19) outbreak and the related global economic downturn. The impact of the dual crises creates anxiety but also inspires generosity and compassion even as the uncertainty of what happens next shakes our confidence. In this guide, Leadership in ...

Responsible investors often express that they don’t want to buy companies that greenwash; rather, they want the real thing. And they want investment managers who can tell the difference. But businesses are complex organisms, and sustainable business practices are rarely as simple as good versus bad. However, there are pointers that can h...

In this episode, Amy speaks with Dr. Dennis Jaffe, an organizational consultant, clinical psychologist, and one of the leading thinkers on how multi-generational families can enhance governance and empower next-generation leadership. Dennis and Amy talk about the impact of the coronavirus pandemic and how the uncertainty in today’s world play...

For prominent and wealthy families, personal security and safety have always been a top concern. But too often, addressing family security comes after a triggering event. Having a proactive plan that views family security as part of a total risk management strategy will mitigate and reduce preventable crimes. The approach should include protecting ...

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 initi...

In this collection of insights and ideas, learn about the strategies for managing and leading through the COVID-19 crisis. The insights will help you lead through and beyond the crisis, dealing with the immediate issues and looking toward the opportunities for recovery. Topics include leadership, cost optimization, virtual learning, talent manageme...

The U.S. Department of the Treasury released a set of frequently asked questions late on April 6, 2020, to clarify several issues with Paycheck Protection Program loans. These FAQs present the SBA’s interpretation of several provisions of the program, in some cases contradicting interpretations from banks, lawyers, and other advisors. A summa...

By governmental command or voluntary decision, businesses of all kinds have been altering or limiting operations or closing their doors entirely. Often the business decisions are made apart from any thought of the potential insurance implications. In particular, businesses with commercial property insurance policies may not have been considering wh...

It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide help or solutions to the coronavirus/COVID-19 situation, but are actually intended to induce a click that leads to ransomware, (2) price gouging, and (3...

In light of COVID-19 and state and local stay-at-home orders, many businesses have greatly increased the number of remote workers. Firsttime remote workers—and some seasoned remote workers—need to be aware of hidden pitfalls in the gadgets and apps they are using while working from home.

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 individuals and businesses. As part of the CARES Act, certain changes were made with respect to tax benefits to incentivize charitable giving.

The COVID-19 pandemic has caused significant burdens for employers and employees alike. While some businesses struggle to survive, others are fortunate enough to be in a position to help employees as they face hardships created by the crisis. Many employers in the latter category are looking for ways to best help employees who are facing financial ...

The CARES Act is a $2.2 trillion fiscal policy response to help American citizens and businesses struggling with the severe impact from the coronavirus pandemic. The law created several important programs to help provide liquidity to small and midsize businesses to cover payroll or other business expenses. Each program carries its own set of restri...

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 individuals include delayed due dates for tax returns, enhanced charitable contributions, no required minimum distributions from IRAs and retirement p...