Tax Risks After the Election

Rhona Vogel on Tax Risks After the Election, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

Coronavirus Aid, Relief, and Economic Security (CARES) Act

A brief summary of the CARES Act. These benefits are in addition to the provisions of the Phase II stimulus H.R. 6201, which provided provisions for paid sick leave, additional unemployment benefits, and additional protections for health care workers.

Is Your Asset Allocation Adding Value?

In the investment world, all performance reports compare investment managers to one or more benchmarks, and many reports include a weighted or global benchmark for the entire portfolio. But what about the asset allocation, how is it judged?