May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021.
Continuing to bring you timely and relevant financial and planning topics during today’s challenging economic and social climates
Our latest Business Owners’ Outlook reveals increased trend to sell.Nearly a year into the COVID-19 pandemic that has devastated our country and economy, business owners are feeling the effects—for better or worse—and taking action.Many business owners are experiencing burnout and exhaustion, resulting in a high percentage moving to retire earlier or looking to sell their companies.
In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U.S. and global economic trajectories, and where we see potential risks and opportunities.