Blog
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8 Tips for the Start of Tax Season
Question of the Week 8 Tips for the Start of Tax Season Happy Friday everyone! Tax Season 2021 officially opens today. It’s a couple of weeks later than normal,… -
Impact Investing With Community Development Financial Institutions (CDFIs)
Question of the Week Impact Investing With Community Development Financial Institutions (CDFIs) Happy Friday everyone! The current political and economic climate has focused attention on values, leading more organization, advisors… -
What is Form 1099-NEC?
Question of the Week What is Form 1099-NEC? Happy Friday all! We are barreling toward the end of the month and the next big tax deadline. And while filing season… -
SBA Releases One-Page PPP Loan Forgiveness Application
Question of the Week SBA Releases One-Page PPP Loan Forgiveness Application The Small Business Administration (SBA) released a slew of PPP guidance and updates this week, including the new simplified,… -
Estimated Tax Day
Question of the Week Estimated Tax Day! Happy Five-Minute Friday everyone! I hope you had a good week. Today is the fourth quarter estimated tax deadline. Hopefully most of you… -
Happy New Year!
Question of the Week Happy New Year! Happy Friday all! What a tumultuous first week of the new year, huh? A pivotal Senate election, two Congressmen almost having a literal… -
Happy Holidays!
Question of the Week Happy Holidays! Happy Friday all! Here we are! The last Five-Minute Friday of 2020. I’m practicing what I preach and taking off the last two weeks… -
Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to… -
How to Make the Most Out of Charitable Giving
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! During the holidays, we bring charitable giving to the forefront. In 2020 especially, the right… -
Happy Thanksgiving!
Question of the Week Happy Thanksgiving! Happy Friday all! And Happy Thanksgiving! A lot of us are experiencing a very different Thanksgiving this year. I still got to see my… -
IRS Clarifies Stance On No Deductibility of Expenses Paid With PPP Funds
Question of the Week IRS Clarifies Stance On No Deductibility of Expenses Paid With PPP Funds Happy Friday all! If we’ve learned anything in 2020, it’s to take life one… -
High Deductible Plans That Don’t Qualify For An HSA
Question of the Week High Deductible Plans That Don’t Qualify For An HSA Happy Friday all! With the election (somewhat) behind us, it’s time to get back to the other… -
What Is At Stake For Small Businesses In The 2020 Election
Question of the Week What Is At Stake For Small Businesses In The 2020 Election This week has brought us one of the most contentious elections of our lives. And…