Passing Down a Business Within The Family

Monday, July 27

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration. And, in case you didn't know, the PPP progr...


Raising Money Smart Kids

Monday, July 27

However you slice it, the schooling situation right now is tough, with no good options. If you are vehemently in favor of full-on school ... well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution's sake or for whatever other reason. C...


This Tax Season: A Thank You Note

Monday, July 13

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today says: July. And we are still doing tax work. This year has been insane. Yet we have had the PRIVILEGE to walk alongside you through major disruptions and chaos. Becau...


Take Action When Your Business' Receivables Are Slowing Down

Monday, July 06

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter. This means that approximately $129 billion in remaining PPP funds can be tapped by businesses who have failed to do so yet. Thi...


Lean In The Last Half Of The Year

Monday, June 29

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th. (As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.) You must work with your tax pro to dot ev...


Your Most Valuable Asset

Monday, June 22

How are you and your business hanging in there these days? Check with your accounting pro, for guidance on the re-opening best practices. They might have some ideas for you that could help, depending on your stage of re-opening, your revenue, etc. Some of our business owner clients are fully bac...