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Establishing an Estate Planning Team

Establishing an Estate Planning Team

Oct 30, 2020 | HNWI, Tax

Constant change and uncertainty are occurrences life presents to all of us. Even Benjamin Franklin acknowledged this when he stated in a letter on November 13, 1789, “In this world nothing can be said to be certain, except death and taxes.” For the last 230...
2020 Points on PPP Forgiveness Application

2020 Points on PPP Forgiveness Application

Oct 20, 2020 | Franchise

What application should I use? There are currently three different SBA PPP Forgiveness Applications a borrower must choose from. Applications are submitted directly to the lender who disbursed the PPP funds. Form SBA 3508 – Loan Forgiveness Application. Form SBA...
PPP Loan Forgiveness Application Assistance & Guidance

PPP Loan Forgiveness Application Assistance & Guidance

Oct 15, 2020 | Franchise

Our team stands prepared to assist our clients with their PPP Loan Forgiveness Application. Please find the following options below that comprise the list of services we will provide. Assist with guidance on completing the application, assisting client by ensuring all...