Podcasts

Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.

As social distancing becomes the norm, employees are looking for ways to care for loved ones.

Tammara Madison is a senior tax law analyst for Bloomberg Tax in their U.S. Income and IRS Practice and Procedure Group and a practitioner with extensive experience, including individual income tax planning and compliance and estate and succession planning. She focuses on matters involving tax crimes, tax return-related identity theft, IRS collections and Tax Court litigation. Prior to her legal career, she practiced as a CPA in Maryland.

Scott A. Shay is co-founder and chairman of New York-based Signature Bank and is author of "In Good Faith: Questioning Religion and Atheism" (Post Hill Press, 2018).

Research Director, Enterprise Content Strategies programs, IDC

VP of Customer Transformation, Quadient

Nikhil Sharma is a principal consultant in Capco's wealth management practice in New York.

Managers should make an effort to help employees who are feeling strain from the impact of isolation caused by quarantines.

Be transparent about the challenges you’re facing when you communicate with colleagues and clients and make sure your practice is optimized for a work-from-home situation.

Chris Voce is a customer engagement strategist at Citrix and the former head of the Employee Experience research practice at Forrester Research.