Webinar: Aprio Private Client Services briefing: Ideas and Considerations during COVID-19

August 28, 2020

The global disruption from COVID-19 has led to innovation and change at an unprecedented pace. Individuals, family offices and businesses able to adapt to these changes are poised to be the long-term winners.

Watch Aprio’s webinar as Chief Investment Officer and Director of Aprio Family Office Services provides a market outlook (Wall Street) and the key economic indicators impacting small and mid-market businesses (Main Street). Our expert panel breaks down the impact to individual and family investors:

  • Managing risk in uncertain times – COVID-19, the upcoming election, interest rates, unemployment and government stimulus
  • Estate planning basics – living wills, healthcare directives and being prepared
  • How to take advantage of estate and gift tax planning opportunities
  • Philanthropic ideas for current market conditions
  • Tax planning strategies during COVID-19
  • Importance of cash flow forecasting in financial plans
  • Contextual planning – Integrated tax, estate and financial planning


  • Keith Greenwald, Partner-in-Charge, Aprio Private Client Services

Expert panelists include:

  • Simeon Wallis, MBA, CEPA – Chief Investment Officer and Director of Family Office Services, Aprio Wealth Management
  • Davi Kutner, CFP® – Partner and Managing Director, Aprio Wealth Management
  • Chris Davis, CPA – Partner-in-Charge, Private Client Tax Services, Aprio
  • Abbey Flaum, JD – Partner, Cohen Pollock Merlin Turner

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About the Author

Keith Greenwald

(770) 353-4769