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Pairing a Pour-Over Will With Your Trust
Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all ...
Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck ...
What if Your Customer Files Bankruptcy?
It’s something every business owner hates to hear - your customer filed for bankruptcy. In this video, we’re going to provide information about ...
Donor-Advised Funds: Giving with a Tax Advantage
If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable ...
2020 Mid-Year Tax Planning Tips
Although the deadline for filing 2019 taxes may have just passed in July, it's already time to think about your 2020 taxes. By looking at your ...
8-8-20 Executive Order: Payroll Tax Deferral
On August 8, 2020, President Trump signed an executive order directing the Secretary of the Treasury to permit employers to defer certain ...
Payroll: Changes to Form 941
Starting with the second quarter of 2020, employers will have to use the newly revised Form 941, the Employer's Quarterly Federal Tax Return. ...
Benefits of a Fractional CFO
As your company grows, the need for greater experience and more sophistication in accounting and finance will also grow. If your company is ...
Scenario Planning
What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management ...
Succession Planning for Business Owners
Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of ...
Paycheck Protection Program Flexibility Act of 2020
On June 5th, the president signed the Paycheck Protection Program Flexibility Act of 2020 into law, which among other things, helps borrowers ...
PPP Loan Forgiveness
The SBA recently released the PPP loan forgiveness application which provides guidelines on what expenses are eligible for forgiveness. Here's ...
Main Street Lending Program
In response to the COVID-19 pandemic, the Federal Reserve authorized the establishment of the Main Street Lending Program which will provide up ...
Cybersecurity with a Remote Workforce
The increased use of collaboration and cloud technologies have enabled employees to stay productive while working from home, but have also ...
10 Tips for Managing a Remote Workforce
The spread of the Coronavirus has caused many companies to have employees work remotely. In this short video, we walk through 10 tips to help ...
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