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New PPP Rule Changes Forgiveness Application Process

October 13, 2020

One of the lingering questions about the Paycheck Protection Program (PPP) has been what will be required during the forgiveness application process. On October 8, 2020, the SBA released the Interim […]

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Which College Savings Avenue is Best? 529s vs. Roth IRAs

October 8, 2020

While a 529 plan is considered the ideal college savings tool, there are other vehicles can help parents save for college expenses, too, including the Roth IRA. Which one (or […]

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How to Report the Impacts of a Disaster on Your Financial Statements

October 1, 2020

Business owners have learned a lot during this year of the COVID-19 pandemic. One unexpected lesson is how to report the impact of a disaster on your company’s financial statements. Under […]

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Is It Time to Review Your Estate Plan?

September 24, 2020

How many of you review your estate plan at the end of each year? While an annual review is recommended, very few of us actually do that. Now, with COVID-19 […]

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PPP Loan Recipients May Face M&A Restrictions

September 17, 2020

If your business received a PPP loan and is now considering a merger or acquisition, you need to check that the activity is allowed under the SBA regulatory guidelines. PPP […]

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Adding a REIT to Your Investments

September 17, 2020

This year’s stock market has been quite the roller coaster ride, and many people craving a sense of stability. If volatility makes you worry, it’s important to maintain a diversified […]

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Traditional IRA Distributions

September 10, 2020

Hopefully you have worked hard to accumulate a nest egg in your traditional IRA. Understanding the distribution rules is critical, however, as some of these rules have temporarily changed under […]

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SBA Provides Clarification in PPP Interim Final Rule

September 8, 2020

Whether this is actually a “final” rule will have to be seen, but here’s what you need to know from the Interim Final Rule on Treatment of Owners and Forgiveness of […]

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You May Want to Consider Business Property Upgrades

September 3, 2020

While many businesses are tight on funds right now, those that can, and need to, might want to consider upgrading their business properties in 2020. When the Tax Cuts and […]

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Life Insurance Loans: Risk-Benefit Analysis

August 27, 2020

Many people have been severely impacted by the economic downturn triggered by the COVID-19 crisis. Whether through job loss or some other factor, quite a few have found themselves in […]

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Giving to Your Favorite Charities in a Time of Crisis

August 20, 2020

The COVID-19 pandemic has created a great deal of emotional and financial stress. It has also generated a far higher demand for charitable action. If you can continue donating during […]

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IRS Tax Refund Interest to be Paid to 13.9 Million Americans

August 19, 2020

Not surprisingly, due to coronavirus shutdowns and a delayed tax deadline, tax return processing was slower this year, which meant that tax refunds were paid out more slowly than usual. Due […]

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