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Category Archives: Blog

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Apr32020
Why Your Business Needs a Financial Adviser Even More in Uncertain Times

Why Your Business Needs a Financial Adviser Even More in Uncertain Times

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamApril 3, 2020

While uncertainty can make you nervous, it does not have to be a cause for alarm. Having a financial adviser on your side to help you navigate the unknown can help to ease your mind, allowing you to focus on running your business.

Apr22020
CARES Act: Loans and Grants for Small Business and Non-Profits

CARES Act: Loans and Grants for Small Business and Non-Profits

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamApril 2, 2020

The CARES Act provides $349 billion for the new “Paycheck Protection Program” (PPP) and $10 billion for SBA to provide emergency EIDL grants until Dec. 31, 2020. These should be excellent resources for small companies whose business is struggling with social distancing.

Apr22020
Coronavirus-SB-CARESAct

Coronavirus Emergency Loans: Small Business Guide and Checklist

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamApril 2, 2020

Check out this guide prepared by the U.S. Chamber of Commerce to help small businesses and self-employed individuals prepare to file for a SBA Paycheck Protection Program Loan!

Apr22020
Mortgage

What’s the difference between a home equity line of credit and a second mortgage?

Blog, Your HomeBy Editorial TeamApril 2, 2020

If you’re thinking about tapping into the value of your home, you should understand the two district types of home equity loans.

Apr12020
CARED Act: RMDs Waived But I Took my 2020 RMD

CARES Act: Required Minimum Distributions waived, but I already took my 2020 RMD!

Blog, Coronavirus, Personal Finance, TaxBy Editorial TeamApril 1, 2020

If you have already taken your 2020 RMD, and you don’t need the money, the CARES Act gives you some options.

Apr12020
Coronavirus Taxes

What You Need To Know: Coronavirus and Your Taxes

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamApril 1, 2020

The COVID-19 outbreak is affecting every facet of our lives—including our taxes. This article addresses frequently asked questions about how you may be impacted.

Mar312020

Tax Relief Provided by The CARES Act

Blog, Business Owner/Self Employed, Coronavirus, Personal Finance, TaxBy Editorial TeamMarch 31, 2020

There are several tax-related provisions in the Coronavirus Aid, Relief, and Economic Security (CARES) Act for both individuals and businesses.

Mar302020
CARES Act: Special Rules for Retirement Plans

CARES Act: Special Rules for Retirement Plans

Blog, Coronavirus, Retirement, TaxBy Editorial TeamMarch 30, 2020

In this special series covering the CARES Act, we start with sections 2202 and 2203, as they can provide some immediate relief if needed.

Mar302020
COVID-19

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

Blog, Coronavirus, Education Planning, Personal FinanceBy Editorial TeamMarch 30, 2020

In response to COVID-19, on March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers.

Mar272020
Sales Tax

Five Things You Need to Know About Sales Taxes in QuickBooks Online

Blog, Business Owner/Self Employed, Quickbooks Tips, TaxBy Editorial TeamMarch 27, 2020

The most important thing you need to know about sales tax in QuickBooks is that administering it correctly can be challenging

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