Greetings. Here are your Articles for March 2020
A Word from Alan D. Sobel, Managing Member of the Firm
At SobelCo we are facing the same challenges as all of our colleagues across the business community regarding the most effective and least disruptive response to the Coronavirus. Like you, we are walking a fine line as we do our best to make the right choices for our personnel, operational and client service decisions. This is especially true when it comes to impacting the well-being of our employees, clients, associates, and everyone we serve. We want to be thoughtful and prudent – without panicking or overreacting.
Estate Planning, Valuation, and Your Business
What you Need to Know
Authored by,

The financial press is reporting billions of dollars to be inherited by baby boomers and/or their heirs over the next two decades. Much of that estimated figure is attributed to privately-held businesses and real estate. To take advantage of living trusts, gifting, and other tax vehicles, appraisals are needed to determine the Fair Market Value required with the final Estate Tax filing and to avoid burdening your heirs with a tax nightmare.

As if We Don’t Have Enough to Worry About
in the Age of the Coronavirus!
 Authored by,
Valerie Carroll, SobelCo

Cybercriminals now have a new opportunity to exploit – the Coronavirus. Scammers once again have found a way to profit off of a crisis. While we are overwhelmed with messages from social media sources about how to avoid contracting the coronavirus, there are scammers waiting in the wings to take advantage by marketing fraudulent products and websites. According to the 2020 Official Annual Cybercrime Report by Cybersecurity Ventures, sponsored by Herjavec Group, it is predicted that cybercrime will cost the world in excess of $6 trillion annually by 2021. [1] The Coronavirus crisis has once again empowered fraudsters with a new opportunity to scam the world.