Modera CEO, Tom Orecchio, was quoted in this Forbes article about leadership during the COVID-19 crisis.
Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2019. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.
ESPP – While the acronym and the spelled-out version - employee stock purchase plan – don’t sound particularly exciting, the financial rewards can be. That’s because, under most circumstances, people whose employers (publicly-traded companies) offer an ESPP can profit by using this benefit strategically