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Blog Posts in April, 2020

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  • The Steps of the FINRA Arbitration Process when an Investor Has a Serious Dispute
    The Steps of the FINRA Arbitration Process when an Investor Has a Serious Dispute

    Most of the time, investors are satisfied with the relationships they have with their brokers or investment advisors. Occasionally, however, an investor may have a serious dispute about how a broker ...

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  • A Trust to Help Fund the Payment of Estate Taxes
    A Trust to Help Fund the Payment of Estate Taxes

    Consider this dilemma faced by a high-net worth individual: He doesn't want his heirs to be burdened with estate taxes so he takes out a life insurance policy to cover the tax bill. But then the ...

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  • Living Wills: Simple Yet Effective
    Living Wills: Simple Yet Effective

    Years ago, there was a legal battle over a woman named Terri Schiavo that points out the need for people to prepare living wills that help ensure their wishes are carried out. Schiavo had no living ...

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  • Should You File a Business Interruption Claim for COVID-19 Losses?
    Should You File a Business Interruption Claim for COVID-19 Losses?

    With much of the country currently on lockdown due to the novel coronavirus (COVID-19) crisis, many nonessential businesses have been shuttered. As a result, millions of small business owners find ...

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  • COVID-19 Tax Relief: TCJA Loss Limitation Rules Are Eased
    COVID-19 Tax Relief: TCJA Loss Limitation Rules Are Eased

    The Coronavirus Aid, Relief, and Economic Security (CARES) Act unwinds some of the tax-revenue-generating provisions included in a previous tax law. Here's a look at how the rules for claiming certain ...

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  • In Memoriam Clarence J. (
    In Memoriam Clarence J. ("Bud") Ferrari, Jr. 1934-2020

    With profound sorrow, we at Ferrari Ottoboni Caputo & Wunderling share with you the sad news of the passing of our founding partner, esteemed mentor, and enduring friend, Clarence J. ("Bud") Ferrari, ...

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