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Help Is on the Way – Emergency Coronavirus Relief Agreement Reached

Help Is on the Way – Emergency Coronavirus Relief Agreement Reached

by PTF | Jan 7, 2021 | News

Help Is on the Way – Emergency Coronavirus Relief Agreement Reached Article Highlights: Emergency Coronavirus Relief Act of 2020 Stimulus Payments Unemployment Assistance CDC Eviction Moratorium Paycheck Protection Program Loans Earned Income Tax Credit & Child...
January 2021 Due Date Reminders

January 2021 Due Date Reminders

by PTF | Jan 7, 2021 | Business Services, Individuals, Resource

JANUARY 2021 INDIVIDUAL DUE DATES January 4 – Time to Call for Your Tax Appointment – January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you to do so before the calendar becomes too...
SBA Questioning PPP Borrowers with Loans Over $2 Million

SBA Questioning PPP Borrowers with Loans Over $2 Million

by PTF | Jan 6, 2021 | Announcements, Articles, Business Services, News

Article Highlights: PPP Loans Affected Borrowers Loan Application Certifications SBA Compliance Questionnaires When Congress initially authorized the Paycheck Protection Program, its intent was to provide loans that would be partially or completely forgiven if used...
Sold or Thinking of Selling Your Home?

Sold or Thinking of Selling Your Home?

by PTF | Jan 4, 2021 | Articles, Individuals, Planning Services

Article Highlights: Home Sale Exclusion 2 out of 5 Rule Business Use of the Home Gain or Loss from a Sale Previous Use as a Rental Form 1099-S IRS Matching Records In spite of (or in some cases, because of) the COVID-19 pandemic, and with near-record-low home mortgage...
5 Resolutions QuickBooks Online Users Should Make for 2021

5 Resolutions QuickBooks Online Users Should Make for 2021

by PTF | Dec 30, 2020 | Articles, Business Services

New year, new challenges, and the potential for new successes. Here are five ways you can improve your financial management in 2021. A painful year is drawing to a close. We’ll still be dealing with COVID-19 and a struggling economy in early 2021, but there’s hope on...
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