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As Exit Planning advisors, we base our actions on our clients’ goals, one of which is to transfer their companies to the successor they choose. If clients tell us that they want to transfer their businesses to the next generation and have more than one child, the related (and almost universal) goal is to
As we face challenges on the health, economic and market fronts, we would be remiss not to explore the positive ways your client’s wealth plan can benefit from low interest rates and depressed asset values. Here are several planning strategies that are particularly attractive in this kind of climate. Gift Depreciated Assets Now may be
The Paycheck Protection Program loan can be completely forgiven if you spend it on the right things, and if you prove those expenses. However, PPP forgiveness works differently for sole proprietors and independent contractors, the biggest difference being the concept of “owner compensation replacement” which greatly simplifies the loan forgiveness …
To our Valued Clients, As the battle with COVID-19 continues, life feels very different due to major changes in our daily lives. As we continue to adapt, the stock markets have had to adapt to new economic realities as well. However, this period of uncertainty is a good opportunity to revisit investment plans and objectives.
To Paycheck Protection Program (” PPP “) Applicants and Borrowers: We know this is a difficult time and we understand it can be frustrating. We are doing our best to keep you informed as the U.S. Small Business Administration (” SBA “) process continues to evolve. As either an applicant or a borrower we would
Over 2,000 companies have downloaded the PPP Loan Forgiveness Workbook. We are happy to provide you with this robust planning tool for loan forgiveness. It was made available to us by the BEI team and long-time BEI Advisor, David V Jean, CPA, CCIFP, CExP, Principal for Albin, Randall & Bennett, CPAs. Please note, this is
This commercial is advertising “The most important business workshop of the year!” November 1st at 7:30am and currently is airing on am760, 99.5FM. 107.9FM and am690