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Things You should Tell your Accountant

One of the best parts of my day is getting to talk with clients about their lives, their dreams and the ups and downs of life.  Often in the conversation, I learn something that has a big impact on the financial part of my client’s life.  It’s funny how sometimes…

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Retirement Account Rules Relaxed During COVID-19

COVID-19 is impacting many people in a significant way, especially when it comes to finances.  The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was enacted to help Americans cope with the unprecedented financial fallout from the COVID-19 outbreak.  As such, new provisions were introduced to relax some of…

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You got the PPP loan – now what do you do?

The CARES act was written in a very short time frame and the rush of business owners to get access to PPP (Payroll Protection Program) loan funds felt a little like the Gold Rush!  Now, if you received your funds it is time to understand the rules of how to…

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