COVID-19 has impacted businesses differently, depending on industry and pre-pandemic approach. For some companies, it has opened up new opportunities and accelerated revenue. For others, the business pipeline has slowed….
Overdraft Privilege Program: Benefits, Drawbacks & Action Items
Overdrafts. We’ve all heard of them; most of us have had them sneak up occasionally. When a customer does not maintain a sufficient balance to cover a transaction, financial institutions…
The Importance of Wealth Planning, Part 4: Investing in Something Greater
While the wealth planning journey involves numbers, figures and calculations, those elements are only the means to a more important end. Wealth planning lets individuals and families evaluate their present…
Payroll Provider Questionnaire for COVID-19 Tax Credits
Between the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief and Economic Security (CARES) Act, there are a number of new tax credits available to provide support…
PPP Flexibility Act Eases Rules around Forgiveness and Use of Funds
The most significant update since the Paycheck Protection Program’s launch was signed into law on June 5, 2020. The PPP Flexibility Act eases the rules around use of this federal…
