Articles & Publications

Late Friday night, the Treasury and the Small Business Administration (SBA) issued 26 pages of new guidance on the Paycheck Protection Program (PPP) forgiveness rules that were issued on May 22. These new Interim Final Rules build upon what. Read More >>

Tod Wagner discusses tax planning in the current environment, including tax law changes and extensions in response to COVID-19. Read More >>

Dale Ruther covers the top 10 questions (and answers) we hear most with the Paycheck Protection Program loans. When is the loan forgiveness period? How do we calculate full-time employees? How does the safe harbor calculation work? What payroll. Read More >>

Dale Ruther breaks down the Paycheck Protection Program into three parts: Where we’ve been, where we’re at now, and where we are going. Read More >>

Jim Merklin discusses how businesses’ and individuals’ benefit plans are being impacted by the SECURE Act AND CARES Act, which was put in place as a result of COVID-19.   Read More >>

On Friday, May 15th the SBA released the PPP loan forgiveness application and instructions. These instructions do provide insight into the direction that SBA is moving with this process; however, this is not the long-awaited forgiveness regulation. Regulations will soon be. Read More >>

There has been a lot of discussions (and news coverage) around businesses with access to liquidity receiving Paycheck Protection Program (PPP) loans. SBA has been addressing these questions in their Paycheck Protection Program Frequently Asked Questions (albeit not very. Read More >>

The Coronavirus Aid, Relief and Economic Security (CARES) Act and The SECURE Act include several retirement plan provisions benefiting plan sponsors and participants and their families. The IRS recently issued guidance in the form of a Q&A relating to. Read More >>

To Our Valued Clients and Friends, It’s a different feeling living within the restrictions of COVID-19. This new environment has been difficult for all of us, but it seems trivial in comparison to what those who have experienced COVID-19. Read More >>

On April 30, 2020, the IRS released additional guidance in Notice 2020-32 regarding the tax treatment of amounts forgiven under the Paycheck Protection Program (PPP) loans, which are a key part of the CARES Act. According to this new. Read More >>