Latest Content

CARES Act Brings More Taxpayer Relief from COVID-19 Pandemic

Thomas Kelley, CPA, CFP®, AEP® |
Wealth Planning
Estate Planning Tax Reform NC.jpg

On Friday, March 27, 2020, President Trump signed the Coronavirus Aid, Relief, Economic and Security (CARES) Act.This 880-page legislation provides emergency assistance and health care response for individuals, families, and businesses affected by the COVID-19 pandemic. We have highlighted the key personal income tax measures in the CARES Act affecting and assisting individuals and families.

Read More...


Silver Linings Playbook

Meghan Shue |
Wilmington Wire
Sunbeam through the black stormy cloud.

March 26, 2020—The stock market’s precipitous drop has wreaked havoc on portfolios, wiping three years of gains from the U.S. stock market in a matter of days. What we have experienced puts us in uncharted waters: a combination of one of the fastest declines in equity market history, the most abrupt and wholesale halting of economic activity ever, and the most rapid deployment of monetary stimulus we’ve ever seen.

Read More...


Episode 5: Planning Opportunities During Challenging Times

Tony Roth |
Wilmington WealthWise with Tony Roth
44348_Financial_Planning_NC.jpg

March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment. Together, they discuss strategies to utilize the high federal tax exemption before it’s set to expire in 2026, or potentially sooner; gifting depreciating assets to different trust structures; converting a traditional IRA to a Roth IRA; and tax loss harvesting.

Listen...