5 ways to protect remote workers – and your business – from cyber-attacks
April 30, 2020 COVID-19
5 ways to protect remote workers – and your business – from cyber-attacks

Many businesses were unprepared when the novel coronavirus (COVID-19) pandemic required them to close their physical offices and shift to remote operations. Your company, for example, may have had to scramble to set up a virtual private network (VPN) or move files to the cloud. And while adapting to working from home, employees may have […]

IRA account value down? It might be a good time for a Roth conversion
April 29, 2020 Knowledge Center
IRA account value down? It might be a good time for a Roth conversion

The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn, but if you have a traditional IRA, this downturn may provide a valuable opportunity. It may allow you to convert your traditional IRA to a Roth IRA at a lower tax cost. The key differences […]

Adjusting your financial statements for COVID-19 tax relief measures
April 29, 2020 COVID-19
Adjusting your financial statements for COVID-19 tax relief measures

The CARES Act contains several tax-related provisions for businesses hit by the novel coronavirus (COVID-19) crisis. Those provisions will also have an impact on financial reporting. Companies that issue financial statements under U.S. Generally Accepted Accounting Principles (GAAP) are required to follow Accounting Standards Codification (ASC) Topic 740, Income Taxes. This complicated guidance requires companies to report […]

COVID 3.5 Relief Package
April 28, 2020 COVID-19
COVID 3.5 Relief Package

By Nicholas Sanchez, Partner, Tax Attorney   On Friday, April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (H.R. 266, known as COVID 3.5), which provides additional funding for the Paycheck Protection Program (PPP), a relief program created under the CARES Act  previously enacted on March 27, 2020. There […]

Your legacy: Charitable giving is vital during the COVID-19 crisis
April 24, 2020 COVID-19
Your legacy: Charitable giving is vital during the COVID-19 crisis

The novel coronavirus (COVID-19) pandemic and the resulting economic fallout is dealing a crushing blow to charitable organizations. Indeed, during a time when food banks, disaster relief and other nonprofit services are needed most by the public, their funding is suffering due to cancelled fundraising events and other factors. If philanthropy is an important part […]

Answers to questions you may have about Economic Impact Payments
April 21, 2020 COVID-19
Answers to questions you may have about Economic Impact Payments

Millions of eligible Americans have already received their Economic Impact Payments (EIPs or stimulus) via direct deposit or paper checks, according to the IRS. Others are still waiting. The payments are part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Here are some answers to questions you may have about EIPs. Who’s eligible […]

What are the key distinctions between layoffs and furloughs?
April 21, 2020 COVID-19
What are the key distinctions between layoffs and furloughs?

As businesses across the country grapple with the economic fallout from the novel coronavirus (COVID-19) pandemic, many must decide whether to downsize their workforces to lower payroll costs and stabilize cash flow. If your company is contemplating such a move, you’ll likely want to consider the choice within the choice: that is, should you lay […]

2 trust types to consider when estate planning for a blended family
April 20, 2020 Knowledge Center
2 trust types to consider when estate planning for a blended family

No one said estate planning is easy, and this is especially true if you have a “blended family.” The good news is that there are two trust types — a qualified terminable interest property (QTIP) trust and an irrevocable life insurance trust (ILIT) — that can provide for your children from a previous marriage while […]

Questions to ask when making COVID-19 risk disclosures
April 17, 2020 COVID-19
Questions to ask when making COVID-19 risk disclosures

Efforts to contain the spread of the novel coronavirus (COVID-19) have led to suspension of many economic activities, putting unprecedented strain on businesses. The Securities and Exchange Commission (SEC) recently issued guidance to help public companies provide investors and other stakeholders with useful, accurate financial statement disclosures in today’s uncertain marketplace. New disclosure guidance On […]

Fake COVID-19 treatments and other new fraud schemes
April 17, 2020 COVID-19
Fake COVID-19 treatments and other new fraud schemes

Like the coronavirus (COVID-19) pathogen itself, incidents of COVID-19 fraud are surging and financial losses are piling up. The Federal Trade Commission (FTC) reports that the number of 2020 COVID-19-related complaints doubled in just one recent week. As of March 31, losses attributed to the outbreak stood at $5.9 million. Here are some of the […]

Seniors face a double threat with COVID-19
April 14, 2020 COVID-19
Seniors face a double threat with COVID-19

The coronavirus (COVID-19) pandemic may pose a double whammy for seniors. The elderly are considered the most vulnerable population for medical complications associated with the virus. They’re also prime targets for COVID-19 scams. If you’re a senior — or have elderly relatives and friends — read and share the following information. Everyone a potential victim […]

IRS announces more relief and details
April 14, 2020 COVID-19
IRS announces more relief and details

In the midst of the coronavirus (COVID-19) pandemic, Americans are focusing on their health and financial well-being. To help with the impact facing many people, the government has provided a range of relief. Here are some new announcements made by the IRS. More deadlines extended As you probably know, the IRS postponed the due dates […]