Client Portal



Articles & Industry News

Industry News

PPP Round 2 Applications are Now Available!!

If your business qualifies and you have any intention of considering one, we urge you to act quickly. Make sure your bank will participate in the second round PPP process; some banks are not. If not, make other arrangements NOW.

Read More »

PPP Loan Extension of Time passed by Congress

The Payroll Protection Program loans have been a cornerstone of small business relief. The program was to expire for applications not submitted by midnight on June 30. However, in the past two days BOTH houses of Congress have passed a

Read More »

Wide Ranging Impact of Recent Tax Legislation Passed

On December 20, 2019 President Trump signed into law a continuing appropriations bill. But this piece of legislation did far more than merely keep the government open; it included significant tax law changes. In particular, a number of tax “extenders”

Read More »

1st Quarter 2019 Client Tax Letter

January 2019 This issue includes the articles listed below. A grain of SALT in IRS notice More give in the gift tax How the new tax law affects 529 plans Moving your business to a low-tax state Education as a small-business fringe benefit Click here or on the

Read More »

4th Quarter 2018 Client Tax Letter

October 2018 This issue includes the articles listed below. Year-end planning under the new tax law Sizing up the standard deduction Year-end tax planning for charitable donations Year-end tax planning for investors Year-end retirement tax planning Year-end business tax planning Click here or on the image

Read More »

3rd Quarter 2018 Client Tax Letter

July 2018 This issue includes the articles listed below. Solving the Annuity Puzzle The New Tax Law Will Change Divorce Tactics No Tax Deductions for Business Entertaining Two Five-Year Tests for Roth IRA’s Insuring Key People at Small Companies Click here or

Read More »