SBA Questioning PPP Borrowers with Loans Over $2 Million
We provide details on the SBA’s audit process for PPP Loans of $2 million or more, as well as the Loan Necessity Questionnaires that will be issued.
3 Questions to Consider During Open Enrollment
You can get the most out of open enrollment if you take the time to reach through the information before making any decisions.
5 Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you…
Is That Inheritance Taxable?
We provide an overview of issues related to being the beneficiary of an inheritance.
12 Financial Metrics Small Business Owners Should Track
We list 12 metrics that are extremely beneficial in helping you understand where your money is at any time.
Seeking Sun or Savings? Explore a Retirement Move
A high cost of living can become a bigger concern in retirement, when you may need to stretch a fixed income or depend solely on your savings for several decades.
IRS Releases Inflation Adjustments for 2021
Each year, the IRS to adjust the tax rates, standard deductions, and a variety of other tax related numbers to cope with inflation.
Is Now a Good Time to Consider a Roth Conversion?
This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so.
Tax Consequences of Losing Your Job
If you have lost your job, there are a number of tax issues you may encounter. How you deal with these issues can profoundly impact your taxes and finances.
Deducting Health Insurance: Special Rule for Self-Employed Taxpayers
Are you self-employed? You may be able to deduct 100% of the insurance premiums paid at the end of the year without itemizing deductions.