The coronavirus pandemic presents a number of challenges for businesses adding new members to their teams. Social distancing, contactless exchanges and remote work may complicate the typical onboarding process, which…
Why Every Company Needs a Recovery Plan to Emerge from Pandemic Crisis
Within a span of nearly three months, the global economy and society at large went from prosperity and security to upheaval and uncertainty due to the grave threat of coronavirus….
The Importance of Wealth Planning, Part 3: A Perfect Storm for Wealth Transfer Opportunities
“Out of adversity comes opportunity.” This quote, attributed to Benjamin Franklin, holds particular relevance today as we navigate an unprecedented economic shock. High estate tax exemptions, low interest rates and…
CFPB Issues New Factsheets on ECOA Valuations Rule for Consumer and Commercial Lenders
Nearly seven years after the inception of the Equal Credit Opportunity Act (ECOA) Valuations Rule, the Consumer Financial Protection Bureau (CFPB) issued factsheets for two of its major components: transaction…
The Importance of Wealth Planning, Part 2: A Three-Step Guide to Wealth Plan Reviews
As discussed in part one of our blog series, a wealth plan is an important tool for families in good times and bad. Regular maintenance is required to keep the…
