Newsletters/Client Alerts

Winter 2020 - This newsletter includes the following:

• Trusts and Estates

• Estate Planning Techniques During Times of Depressed Markets and the COVID -19 Crisis
• Fair Is Fair: Transitioning the Closely Held Business to the Actively Employed Child
• 2021 Estate Planning Update and Possible Changes Under the Biden Administration

• Corporate

• Paycheck Protection Program Borrower Beware: SBA Procedural Notice 5000-20057

• Pension

• Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contributions