Episode 10: Business Owners—A Close-up on PPP

Tony Roth |
Capital Considerations with Tony Roth

June 16—Mention the Paycheck Protection Program (PPP) and business owners’ ears perk up. Annmarie Lee, M&T Bank associate general counsel and member of our PPP Leadership team, gives us the skinny on how business owners can navigate the program. Chief Investment Officer Tony Roth also talks to our client Janet Wischnia, founder of textile business American Blossom Linens. She gives us an inside look at how PPP funded her ability to pivot and meet altered, COVID-induced demand.


Stretching Your Charitable Dollars

Wealth Planning
helping hand with the sky sunset

With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable gift strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? The need is so great that it can be overwhelming to know where to begin.You may be unsure who to give to and uncertain about some of the new tax rules that impact charitable giving.