Cutting Through COVID-19 Chaos | Navigating and Leveraging the CARES Act


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Private Client Virtual Forum

COVID-19 presents a crisis of unprecedented scale. The decisions you make today to stabilize yourself and your organization can have long-term impacts on your financial position.

Understand every option available to you, from planning strategies to the numerous tax provisions that directly impact individuals, trusts, public and private businesses―including family offices―in the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Join us for our weekly webinar series designed to help you cut through the chaos and emerge from this crisis in the best position possible.

Relief is available to individuals, small and mid-size business owners and family offices. But understanding the terms and provisions in the CARES Act and how they intersect is critical.

Join our discussion for clarification on requirements and the important steps to leverage this relief package:

  • SBA loan forgiveness terms and eligibility
  • The 7(a) loan application process, eligible expenses program implementation
  • Employment-specific terms and provisions and their implications on loan forgiveness eligibility

Have a question on the CARES Act that you would like us to answer (anonymously)? Click here.

Registration Information


10:00 – 11:00 am PT
11:00 am – 12:00 pm MT
12:00 – 1:00 pm CT
1:00 – 2:00 pm ET


Webinar details provided upon registering

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