401(K) Plan Part-time Employee Eligibility Requirements

By Anne Zavaglia
Posted on December 30th, 2020

The SECURE Act which passed at the end of 2019 requires 401(k) plans to include long-term, part-time employees beginning January 1, 2021.  Please note: The […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

By Anne Zavaglia
Posted on December 1st, 2020

Small businesses that received a Paycheck Protection Program (PPP) Loan are able to have their loan forgiven if the loan proceeds were used for certain […]

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After Biden Win, How Should You Plan With Taxes In Mind?

By Anne Zavaglia
Posted on October 31st, 2020

Although President-elect Joe Biden has not yet officially been sworn into office, it’s not too early to start thinking about changes ahead. Joe Biden’s Tax […]

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Department of Labor Announces E-Delivery Final Rule

By Mark Fissel
Posted on June 2nd, 2020

Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are […]

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Paycheck Protection Program Flexibility Act

By Anne Zavaglia
Posted on May 29th, 2020

The Paycheck Protection Program Flexibility Act passed the House on May 28, 2020.  If enacted, the House bill will make a number of changes to […]

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What is the Employee Retention Credit and How to Get It?

By Anne Zavaglia
Posted on May 29th, 2020

Businesses that had their operation partially or fully suspended due to government shutdown orders, or have had a 50% decline in gross receipts compared to […]

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Updated Guidance for the Paycheck Protection Program

By Anne Zavaglia
Posted on May 1st, 2020

Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]

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Coronavirus Distributions from Workplace Retirement Plans

By Anne Zavaglia
Posted on May 1st, 2020

Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]

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Covid-19’s Impact on Main Street and Wall Street

By Clint Edgington
Posted on April 2nd, 2020

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we […]

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Two Lending/Grant Programs Your Business Must Review Quickly: The Paycheck Protection Program and Economic Injury Disaster Loan

By Anne Zavaglia
Posted on April 2nd, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  Title I of the CARES Act […]

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