Blog

The Dawn of the New NAFTA

July 1, 2020 marks the beginning of a new era of free trade in North America under the United States-Canada-Mexico Agreement ("USMCA").

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Business interruption insurance claims During COVID-19

In dealing with the financial impact of COVID-19, many businesses are looking to their insurance companies for assistance. Commercial insurance policies can cover certain events that cause temporary interruption in the normal course of business,

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Navigating the Warn Act During Covid-19

As employers continue to deal with the ramifications of shutdowns and absences relating to COVID-19, they may consider mitigation strategies in the face of an economic or business downturn. If an employer is considering plant closings or mass

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Important Updates to the SECURE ACT

As indicated in our last newsletter, we are updating you on the enactment of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) which was enacted on December 20, 2019 and became effective on January 1, 2020.Although

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Are You on Top of Your Corporate Record Keeping?

It's hard work being a business owner and after the initial formation, many business owners tuck their corporate records into a file cabinet and focus on building their business. However, whether you own a corporation, LLC, or partnership, it’s

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Is the MORE Act Any More Likely to Federally Legalize Marijuana in the U.S.?

On November 20, 2019, the U.S. House Judiciary Committee approved the Marijuana Opportunity Reinvestment and Expungement (MORE) Act (H.R. 3884) first introduced by Sen. Kamala Harris (D–CA) in July 2019. The MORE Act seeks to decriminalize marijuana

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How proposed Regulations to Life Expectancy Tables Affects Your RMD

The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect

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Estate Planning Basics: Tying the Whole Plan Together

Part 10 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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Estate Planning Basics: You Have a Trust; Do You Also Need a Will?

Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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Estate Planning Basics: You've Set Up Your Trust. Did It Get Funded, Though?

Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the

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