Small Business Tax Fairness Act

By
Posted on July 30th, 2021

The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]

Learn More

May 2021 Market Recap

By
Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

Learn More

Three Reasons to Keep Your Personal and Business Finances Separate

By
Posted on June 1st, 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your […]

Learn More

April 2021 Market Recap

By
Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

Learn More

March 2021 Market Recap

By
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

Learn More

Paycheck Protection Program Extended

By
Posted on April 5th, 2021

The Paycheck Protection Program has been extended to June 30, 2021.  The American Rescue Plan provided an additional $7.25 billion in funding to the program.  […]

Learn More

The IRS Provides Guidance on the Employee Retention Credit

By
Posted on March 2nd, 2021

The Internal Revenue Service (IRS) released new guidance this week for employers that are claiming the Employee Retention Credit for 2020. The guidance applies to […]

Learn More

February 2021 Market Recap: Continuing Trends

By
Posted on March 2nd, 2021

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive […]

Learn More

Congress Approves New Round of PPP Loans

By
Posted on December 30th, 2020

The latest stimulus bill will provide $284 billion in forgivable Paycheck Protection Program (PPP) loans for small businesses. Hard hit businesses can apply for a […]

Learn More

401(K) Plan Part-time Employee Eligibility Requirements

By
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 […]

Learn More