We’re now about six weeks into the CARES Act and in round two of the Paycheck Protection Program. The $310 billion allotted to the program in round two is beginning to dwindle, but has lasted longer…
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How to Get Your PPP Loan Forgiven
The CARES Act Revisited: Updates to the Paycheck Protection Provision
A lot has happened in the past week. And now that we’ve had an opportunity to read through more details of the Paycheck Protection Provision, it’s become clear that the program’s rollout will be messy. …
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Unpacking the Coronavirus Stimulus Bill
As you may have heard, the Coronavirus stimulus bill was signed into law by president Trump last week. The package is called the CARES Act, and provides over $2 trillion of economic stimulus across a…
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Where Do We Go From Here? Market Thoughts & The Risk of Financial De-Leveraging
Well that escalated quickly. We are now officially in the second fastest bear market on record. Bear markets become official when stocks fall 20% or more from their peaks. Ordinarily this takes months to play…
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How to Obtain a Mortgage as a Business Owner
If you’ve bought a house in the past, you are probably familiar with the underwriting process involved when obtaining a mortgage. You might even have nightmares about the reams of paperwork you had to provide…
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I Keep Hearing We’re Nearing a Recession. Are We Nearing a Recession?
There’s been more than a few news headlines recently claiming that we’re on the verge of an economic recession. For many business owners and investors the word recession is a lot like Voldemort. It’s so…
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The Home Office Deduction 101: Simplified Method vs. Actual Expense Method
Even though we don’t currently prepare tax returns for clients at my financial planning firm, tax is a topic that comes up a lot. Many of our clients own businesses, and most of them share…
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A Review of the CalSavers Retirement Savings Program
If you’ve been following the California legislative process at all, or if you own a business that employs people in California, you may have heard of the CalSavers Retirement Savings Program. In 2016, Governor Jerry…
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What I Learned at XYPN Live 2019
Today’s post is a follow up to last week’s post. There are a few conferences I try to fit into my travel schedule every year. XYPN Live is one of them. XYPN is an acronym…
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6 Reasons Basic Estate Planning is So Important for Business Owners
In general I am not a fan of “listicles”. They feel like a cheap, click-baity, headline grabbing way to produce content and drive traffic to your website. Reading them can feel…yucky. So I typically try…
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