Extension to PPP & EIDL Loan Programs
Extension to PPP & EIDL Loan Programs The Senate has approved and the house should vote tomorrow to approve additional funding under the PPP and EIDL loan programs. Our very strong advice if you haven’t submitted your application for the PPP or EIDL program or have and it wasn’t processed when the funds ran out […]
Main Street Loan Program
Main Street Loan Program Benefits Under the Program Loan size is 1m to 25m There are two programs (you can only participate in one of them): The Main Street New Loan Facility (MSNLF) – This is for new loans originated afterApril 8, 2020 – The loan amount is based on a minimum of 1m, and […]
CARES Act Update
As the Treasury continues to release guidelines in response to the COVID-19 crisis, we will provide a summary of important provisions for your consideration. Extended 1031 exchange identification and exchange periods Exchangers whose 45-day identification period or 180-day exchange period falls between April 1, 2020, and July 15, 2020, will have until July 15 to […]
CARES Act- A Quick Update
As the Treasury continues to release guidelines in response to the COVID-19 crisis, we will provide a summary of important provisions for your consideration. Extended 1031 exchange identification and exchange periods Exchangers whose 45-day identification period or 180-day exchange period falls between April 1, 2020, and July 15, 2020, will have until July 15 to […]
Client Memo – Privacy Notice
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by disclosing our Privacy Policy to you, you will have a better understanding of what we […]
Client Memo – Privacy Protection
Unfortunately, we live in a world where our privacy is consistently being threatened, both online and through the various business and governmental organizations that we deal with. In an effort to assist you in protecting privacy, we have enclosed two publications published by government agencies. We recommend you take the time to read these publications […]
Client Memo – Estate Planning Suggestion
With the end of the year fast approaching, we would like to remind you that this is a good time to evaluate your estate planning needs and strategies and consider updating your estate planning documents. Here are a few suggestions for you to consider: Please make sure that your will and trust documents are current […]
Client Memo- Partnership Audit Rules Go Live
As you prepare and gather the 2017 tax data, I strongly encourage you to take this opportunity to review and modify your partnership agreements to be in compliance with the IRS’s new partnership audit rules. The new rules enacted by The Bipartisan Budget Act of 2015 (BBA) introduced new tax terms and concepts, and are […]
