The impact of blackouts, national emergencies, recessions and other singular or cyclical events on the U.S. birth rate has been a subject of study and interest since the Baby Boomer phenomenon displayed the far-reaching effects a population surge can have on...
News
SBA Rolls Out “Loan Necessity Questionnaire” for Borrowers with PPP Loans over $2M and Starts Audit Review Process
Earlier in the year, the Small Business Administration (SBA) announced in an updated FAQ on the program that it will be auditing all Paycheck Protection Program (PPP) loans of $2 million or more. Borrowers whose loans meet this threshold amount might receive a Loan...
State and Local Tax and COVID-19: Recognize the Risks and Take Advantage of the Opportunities
Understanding obligations and available state tax relief will help businesses navigate the pandemic. As businesses continue to assess the myriad implications of the COVID-19 pandemic, one area of focus should be on the impact of legislation, regulations and guidance...
Optimizing Operations: Uncover Tax Relief Opportunities
Although companies that have managed to survive up to this point will have overcome immediate safety and cashflow problems, they still face an uncertain future. No one can predict how long the downturn will last, whether the world will revert into crisis mode or...
Finding Relief: Tax Strategies to Generate Immediate Cash Flow
During these challenging times, companies must have access to cash to help offset unforeseen costs, whether for buying personal protective equipment (PPE) for on-site employees or investing in the technology needed to keep a remote workforce safely and efficiently...
R&D Tax Credit FAQs For Large and Small Businesses
The federal R&D tax credit benefits large and small companies in nearly every industry. Common questions and answers related to the R&D tax credit and those specific to small businesses are outlined below. What is the R&D tax credit? Created in 1981 to...
Keeping Your Financial Plan Aligned With Your Goals In Today’s Market Environment
The extreme market volatility of the past seven months has left many investors wondering how their investment portfolios have held up during 2020’s rollercoaster ride. We believe that rather than just thinking about the status of your investment portfolios relative to...
Fall 2020 Non-Profit Newsletter
In This Issue: President Signs Protecting Nonprofits From Catastrophic Cash Flow Strain...Into Law "Are We Paying Our Executives Appropriately?" FASB Issues ASU on Contributed Non-financial Assets IRS Proposes Excise Tax Relief For Exempt Organization Executive...
The Great Experiment: Remote Work and the New Reality of Real Estate
There’s no question the global pandemic of 2020 quickened trends of the future that were hitting the wall of the present: Employers resistant to allowing employees to work remotely suddenly had no choice as localities enacted mandatory stay-at-home measures....
How to Plan for Succession: Preserving, Protecting, and Passing On Wealth
Transitioning Ownership The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to understand and acknowledge the different elements...