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September 1, 2020
Despite virus flareups, economies worldwide continue to recover from the COVID-19 induced recession thanks in part to increased government understanding about how to utilize targeted closures. The speed of each region’s recovery will ultimately depend on many factors, including some unique to a specific area.
The global economy has come a long way from the depths of the virus-induced lockdowns to optimism around businesses reopening. A complete recovery is likely dependent upon better testing, treatment and, ultimately, a vaccine. As in most recessions, particular sectors and industries will suffer permanent damage, but others will pick up the slack. Despite concerns that certain equity markets are priced for perfection, low interest rates should allow the maintenance of current multiples, which could expand further if the recovery continues into 2021.
Please read important disclosures here.
Ben Pace, Christian Thwaites and James Lebenthal
January 31, 2023 — Global equity prices rallied in January, as inflation continued to recede and investors’ hopes mounted for an end to central bank tightening cycles.
Michael B. Fischer and Frederic Behrens
January 22, 2023 — As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or $25.84 million per couple (2023). As a result, many families are no longer subject to federal estate tax due to the high estate tax exemption amounts. However, several individual states […]
Steven J. Giacona
Partner & Market Leader
January 10, 2023 — As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017, which limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New Jersey, New York and Connecticut, have raised the question […]
Theodore D. Schneider
January 10, 2023 — Our team at Cerity Partners is continually inspired by the efforts of charitable organizations and want to offer our assistance to boost planned giving campaigns. As experienced advisors in financial and philanthropic planning, we believe having focused discussions with potential donors regarding the following planned giving strategies are effective tools to encourage donors to complete […]
January 10, 2023 — It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident or otherwise considered a U.S. domiciliary resident). Receiving an inheritance from […]
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