Blog2022-08-08T15:34:58-06:00

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Streamline Your Month-End Close

Many companies struggle to close the books at the end of the month. It requires accounting personnel to round up data from across the organization. Under normal conditions, this process can strain internal resources. However, in recent years the accounting and tax rules have undergone major changes — many of

June 16th, 2020|

Paycheck Protection Program Flexibility Act of 2020 (PPPFA) Summary

Businesses, employers, and SBA lenders have been waiting for further clarification and added relief regarding the SBA Paycheck Protection Program (PPP). The new Paycheck Protection Program Flexibility Act of 2020 (PPPFA) provides some of the much needed guidance. Here is a summary of the bill. These provisions are retroactive to

June 10th, 2020|

FASB Gives More Time for Updated Revenue Recognition and Leases

Private companies and most nonprofits were supposed to implement updated revenue recognition guidance in fiscal year 2019 and updated lease guidance in fiscal year 2021. In the midst of the novel coronavirus (COVID-19) crisis, the Financial Accounting Standards Board (FASB) has decided to give certain entities an extra year to

June 10th, 2020|

Spousal Lifetime Access Trust Can Provide Financial Backup Plan

Some of the most effective estate planning strategies involve setting up irrevocable trusts. For a trust to be deemed irrevocable, you, the grantor, lose all incidents of ownership of the trust’s assets. In other words, you’re effectively removing those assets from your taxable estate. But what if you’re uncomfortable placing

June 2nd, 2020|
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