PPP Loan Forgiveness Made Easier

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Posted on July 30th, 2021

The Small Business Administration (SBA) is opening an online “Direct Forgiveness” portal starting August 4th, 2021.  The portal will simplify the forgiveness  process for borrowers […]

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2020 Annual Market Recap

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Posted on January 5th, 2021

2020 will always be remembered as a tumultuous year.  When we write out the events that occurred, it’s hard to flesh that against the blistering […]

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Congress Approves New Round of PPP Loans

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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 […]

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November Market Recap

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Posted on December 2nd, 2020

In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three different vaccines for Covid were announced […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

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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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Are You Donating to Charity this Year?

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Posted on September 30th, 2020

Tax payers that itemize deductions on their federal income tax return can generally deduct gifts to qualified charities. The 2017 tax reform significantly increased the […]

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July 2020 Market Recap

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Posted on August 3rd, 2020

July markets continued general trends already present in equity markets.  The S&P 500 returned 5% while fixed income markets continued to exhibit caution with yields […]

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The Next Phase of Economic Relief

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Posted on August 3rd, 2020

As the COVID-19 pandemic continues, Congress has introduced a number of additional economic relief bills to help Americans.  Late last month, Senate Republicans introduced the […]

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2020 Q2 Market Recap

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Posted on July 2nd, 2020

The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]

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2019 Tax filing deadline is July 15

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Posted on July 1st, 2020

The Covid extended tax filing date is coming up on July 15.  Good news for those that are expecting a tax refund this year and […]

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