Articles & Publications

There have been several changes to Required Minimum Distribution (RMD) rules this past year. When the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed last December, it changed the age limit for RMDs from age 70 ½. Read More >>

Recently, the Small Business Administration (SBA) opened its portal for accepting forgiveness applications under the Paycheck Protection Program (PPP) . Over the next few weeks, banks will be preparing to start accepting forgiveness applications, although some lenders may wait. Read More >>

On Tuesday, August 4, 2020, The U.S. Small Business Administration (SBA), in consultation with Treasury, issued 23 frequently asked questions to help provide additional guidance around forgiveness of Paycheck Protection Program loans. The FAQs address four areas of PPP. Read More >>

The global pandemic has caused nearly every business to rapidly adjust its operations to allow for remote and contact-less working environments. But during this abrupt pivot, some organizations may have adversely impacted their control environment, elevating their financial and. Read More >>

I wanted to share with you some thoughts on how COVID is affecting our clients, their go-forward strategies and our own firm as well. It’s a time when we’re all starving for normalcy and certainty. Many of us are. Read More >>

Last night, the U.S. House of Representatives joined the Senate in passing an extension for companies to apply for PPP loans. This program, which ended on June 30th, will now be extended to August 8th, when the President signs. Read More >>

The U.S. Small Business Administration (SBA) has issued revised forgiveness applications for loans issued through the Paycheck Protection Program (PPP). According to the Department of the Treasury (Treasury), the revisions are “borrower-friendly” and implements the PPP Flexibility Act of. Read More >>

RECORDED JUNE 16, 2020 Join Jim Merklin, Dale Ruther and Mindy Marsden for a moderated discussion that takes a deeper dive into the top issues resulting from the Paycheck Protection Program. This full-scoped moderated panel will discuss the impact. Read More >>

AKRON AND CLEVELAND OFFICE All clients and visitors to our offices must wear masks upon entering the buildings and sign-in with Reception. Clients and visitors will be asked to acknowledge and certify that: they have taken their temperature prior. Read More >>

In response to COVID-19, the Financial Accounting Standards Board (FASB) has issued an Accounting Standards Update (ASU) that allows for a one-year effective date deferral for certain private companies and nonprofits that haven’t yet adopted the revenue recognition and. Read More >>