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PPP Loan Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning

Recent guidance from the IRS concerning PPP loan expense deductions may have a significant effect on when you apply for forgiveness and how to ...
2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover ...
2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover ...
Pairing a Pour-Over Will With Your Trust

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

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 ...
Industrials industry outlook

Industrials industry outlook

Amid pandemic uncertainty, investment in digital technologies will lead the way for middle market manufacturing businesses.
Family Business Matters

Family Business Matters

Back to the Resource GalleryFamily Business MattersLet's Talk! You can call us at (800) 880-7800 or fill out the form below and we'll contact ...
What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?

Back to the Resource GalleryWhat if Your Customer Files Bankruptcy?Download our WhitepaperDownload our white paper for more information.Let's ...
Laying the foundation for construction’s IT future

Laying the foundation for construction’s IT future

As construction companies continue to deal with the fallout from COVID-19, they should look toward technology to help grow their operations.
Donor-Advised Funds: Giving with a Tax Advantage

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

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

8-8-20 Executive Order: Payroll Tax Deferral

Back to the Resource Gallery8-8-20 Executive Order: Payroll Tax DeferralDownload our WhitepaperDownload our white paper for more ...
Payroll: Changes to Form 941

Payroll: Changes to Form 941

Back to the Resource GalleryPayroll: Changes to Form 941Download our WhitepaperDownload our white paper for more information.Let's Talk! You can ...
Employee Benefits Update

Employee Benefits Update

Back to the Resource GalleryEmployee Benefits UpdateLet's Talk! You can call us at (800) 880-7800 or fill out the form below and we'll contact ...
Benefits of a Fractional CFO

Benefits of a Fractional CFO

Back to the Resource GalleryBenefits of a Fractional CFODownload our WhitepaperDownload our white paper for more information.Let's Talk! You can ...

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