Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.
Learn MoreWhile there have been a lot of changes in the investment industry over the past 50 years — in the variety of investment types, pricing providers, pricing models, accounting and auditing requirements, compliance changes and the complexity of investments — it’s been that long since the SEC conducted a...
Read MoreRecently, certain large businesses that applied for and received proceeds under the Paycheck Protection Program (PPP) came under public scrutiny. As the program is being expanded through additional funding from the Interim Stimulus Plan, the SBA has released updated guidance aimed at eliminating...
Read MoreIn our currently uncertain economic state, it is imperative to have a system in place to help monitor and understand your organization’s liquidity and cash management. In addition to our PowerBI Liquidity Dashboard — which helps analyze your current position and ensure your organization has real...
Read MoreOn the heels of the announcement regarding the Interim Stimulus Plan — which amends the CARES Act and offers more funding for both the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) Program — the SBA issued new guidance on April 24, 2020, clarifying certain aspects of the...
Read MoreHere we are, barely into Q2 of the calendar year, and many organizations are operating under a budget that is essentially irrelevant. For calendar year-end companies, operating under the current budget for the remainder of the year doesn’t make sense. Organizations with non-calendar fiscal years may...
Read MoreThe current economic environment is anything but run-of-the-mill. Markets are volatile. Uncertainty is ubiquitous. As mutual fund advisors navigate the seas of change, their audit committees should take a deeper look at potential obstacles to upcoming financial reporting cycles and what aspects of...
Read MoreThe time was right to sell. As the calendar turned to 2020, a tremendous amount of capital available from both buyers and lenders created a favorable market for sellers. For those of you who were hoping to take advantage of this favorable market, COVID-19 has come at an inopportune time, to say the...
Read MoreIn light of the COVID-19 pandemic, states continue to offer tax return filing and payment deferrals as well as other assistance measures, including employee retention and loan/financial assistance programs. Below highlights Pennsylvania’s efforts. To learn more about relief efforts identified in...
Read MoreBusinesses are experiencing unprecedented disruption from the COVID-19 pandemic. While everyone’s number one priority is maintaining workers’ health and safety, managing the economic impact of the crisis comes in a close second. Government leaders have stepped in with loan programs, FMLA expansions...
Read MoreThe Coronavirus Aid, Relief, and Economic Security (CARES) Act allows eligible employers to delay payments of employer payroll taxes for the duration of 2020. However, employers that receive an SBA Paycheck Protection Program 7(a) loan are ineligible for this deferral if and when that loan is...
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