SBA Publishes Loan Necessity Questionnaire for PPP Borrowers

Borrowers (and affiliates) that have PPP Loans of $2 million or greater should be prepared to provide additional information to SBA. (authored by RSM US LLP)

2022-04-29T16:02:47-04:00November 4, 2020|Categories: PBMares COVID-19 Insights, Tax: Business|Tags: , |

State Sales Tax Considerations for Real Estate and Construction Contractors

Few contractors give much thought to state sales tax when they’re installing property improvements for a customer.

Nine research and development tax credit myths costing you money

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.

2023-09-26T15:33:56-04:00October 29, 2020|Categories: Tax: Business, Tax: Credits & Incentives|Tags: , |

SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary

Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.

2021-01-29T14:33:16-05:00October 22, 2020|Categories: Wealth Management|Tags: , |
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