Posted By Jordon Rosen, CPA, MST, AEP Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. The issue at hand could be as simple as recommending a Roth conversion strategy, but also includes planning for retirement, education, portfolio management, … Continued
Posted by Jordon N. Rosen, CPA, AEP The IRS recently updated their FAQ page related to Economic Impact Payments (EIP), also known as Stimulus Payments. To help simplify the details of what was added to this FAQ page, the BLS Team outlined the highlights below. EIP Update Highlights: EIP FAQs Related to Double Payments Eligible taxpayers who filed … Continued
Posted by Michael D. Kelly, CPA The IRS recently updated their FAQ page related to Economic Impact Payments (EIP), also known as Stimulus Payments. To help simplify the details of what was added to this FAQ page, the BLS Team outlined the highlights below. PPP EIDL FAQ Highlights: If a borrower applied for an Economic Injury Disaster Loan … Continued
Posted By Mike Kelly, CPA In an effort to provide guidance to companies and nonprofits that received a Payroll Protection Program (PPP) Loan, the Small Business Administration published Frequently Asked Questions related to PPP Loan Forgiveness. The guidance provided is lengthy and questions still remain. To help give a summary of what you need to know now, the BLS … Continued