Recent Blog Articles

May 21, 2020

A Guide To Exit Strategy Planning For Small Business Owners

Have you planned a strategic roadmap for what will happen when you leave your business as a legacy? If you are choosing a successor, and want to maximize your profits with a comprehensive exit strategy, check out our latest article:

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May 19, 2020

What You Need To Know About the New PPP Loan Forgiveness Application and Guidance

Learn more about the PPP Loan Forgiveness Application and get to know the answers to business owners’ questions in order to have guidance.

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May 14, 2020

PPP Safe Harbor Guidance for Small Businesses

Good News on Good Faith Certification for Small Businesses After much back-and-forth and a lot of confusion within the SBA and between the SBA, Department of the Treasury and Congress, we are very pleased to report that the most recent guidance, issued yesterday by Treasury, clarifies and simplifies the process for confirming that the PPP […]

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May 13, 2020

PPP Use of Funds, Forgiveness and Tax Considerations

Make sure you are aware of the latest use of funds, loan forgiveness & tax updates. Read more about it on our blog:

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May 5, 2020

Tips for Success with the IRS Stimulus Tracker

Learn the key tips you need to know to make the most of IRS Stimulus Tracker tool.

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April 29, 2020

A Guide To Succession Planning For Small Business Owners

Learn the benefits of a succession plan and the essential steps to come up with an effective process.

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April 6, 2020

The CARES Act and You

Dear clients and friends, As we continue through this period of unprecedented uncertainty, my team and I are working constantly to sift through the latest federal and state updates while we continue to serve your ongoing needs. To that end, we are pleased to share a new update with you that we strongly encourage every […]

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April 3, 2020

Tips When Applying for SBA Emergency Loans

Learn important information when applying for SBA emergency loans.

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March 17, 2020

5 Keys to Successful Strategic Planning for Your Small Business

Successful strategic planning strategies that every small business owner can start applying right now.

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March 6, 2020

5 Ways in Which the Right CRM Software Can Supercharge Your Small Business

Learn the five essential ways in which modern CRM software can dramatically improve results for your business.

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