The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. In addition to giving people access to health care treatments, the new law will provide roughly $2 trillion in much-needed financial relief to individuals, businesses, not-for-profit organizations, and state and local governments during the coronavirus (COVID-19) pandemic. Here are…

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.¹ Unlike a typical first marriage, second marriages often require special consideration that should address children from a prior marriage and the disposition of assets accumulated prior to the second marriage. Second Marriages Here are some…

Anyone with a little business and financial knowledge can do a quick-and-dirty calculation using a industry rule of thumb, such as multiple of annual sales or earnings. But experienced valuation professionals apply tested valuation approaches that are based on real world market data — and they also possess strong verbal and written communication skills that enable…