2020 Webinar - What Advisers and Clients Need to Know about the CARES Act

When:  Apr 7, 2020 from 4:30 PM to 5:30 PM (ET)

Panel Description

On Friday, March 27, Congress passed and the President signed, the “Coronavirus Aid, Relief, and Economic Security Act” (“CARES Act”), a $2.2 trillion economic stimulus plan to provide funding and tax relief to U.S. individuals, businesses, states and municipalities in response to the coronavirus pandemic. This webinar will discuss the major business and individual income tax provisions of the Act -- generally intended to increase cash flow and enable businesses to continue operations and pay employees during the coronavirus crisis -- that are most relevant to investment advisory firms and their clients.


Amy Null, Partner at WilmerHale, has broad experience advising employers and financial industry service providers on ERISA, federal income tax law, and other rules and regulations concerning employee benefit plans. Amy counsels employers with respect to structuring and compliance aspects of retirement, health and other employee benefit plans and executive compensation programs. In addition, she works with financial services and other business clients that provide human resources and employee benefit services and products. This aspect of Amy's practice utilizes her knowledge of ERISA, the tax law, and the health and welfare regulatory regimes including HIPAA and the Affordable Care Act.

Michael Provine is Managing Director for Tradition Asset Management where he leads the wealth management portion of the business. He works with clients to design and implement investment strategies for their portfolios. Michael also works with clients to make certain their trust and estate plans are designed to best carry out their wishes as he did for the clients of Brundage, Story and Rose for the nine years prior to his founding Tradition. Michael utilizes his legal training for reviews of clients' financial, retirement and estate planning arrangements, and prepares recommendations for execution by their legal, accounting, and insurance professionals.

Matthew Schnall, Partner at WilmerHale, is a versatile tax lawyer who has more than 20 years of experience representing clients in complex tax matters, including tax controversies, transactional planning, administrative rulings and tax regulatory compliance. He has extensive experience with corporate and partnership tax issues, international taxation, state and local taxation, investment management, real estate, and reporting and withholding.

Neil Simon is Vice President for Government Relations for the Investment Adviser Association. He has a leading role in the formulation and communication of IAA’s views on legislative and regulatory issues important to the investment advisory profession and is responsible for advocacy before the U.S. Congress. Before joining the IAA, he was Director of Government Relations for the Financial Planning Association. From 1998 to 2003, he served as executive director of the National Franchise Council where he led an innovative public-private compliance partnership between national franchisors and U.S. Federal Trade Commission.


Registration for the live webinar is closed.

Members and Associate Members: The live webinar and a link to the recording are complimentary. The recording will be available within five business days after the webinar.

Non-Member Registration Fees: The recording will be available for purchase after April 7. Contact iaaevents@investmentadviser.org to purchase the recording ($250).


For questions regarding this webinar, contact the IAA at (202) 293-4222 or email iaaevents@investmentadviser.org.