PPP forgiveness and repayment: What businesses need to know now

A critical deadline is approaching for many of the businesses that have received loans under the Paycheck Protection Program (PPP), which was created in March 2020 by the CARES Act. If these borrowers don’t take action before the deadline [...]

By |2021-07-22T13:10:30-04:00July 22nd, 2021|Categories: Uncategorized|Comments Off on PPP forgiveness and repayment: What businesses need to know now

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-09-09T11:15:53-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Employers Must Rehire COVID-19 Layoffs in these Industries

California Governor Gavin Newsom signed “Right to Recall Legislation for Certain Industries.” This statewide policy affects employers in the hospitality and business services industries, including hotels, airports and large event centers. Employers must offer to rehire qualified former employees [...]

By |2021-06-02T19:03:36-04:00May 12th, 2021|Categories: Blog, California, SALT, Tax, Uncategorized|Comments Off on Employers Must Rehire COVID-19 Layoffs in these Industries

Claiming the Business Energy Credit

Are you wondering whether alternative energy technologies can help you manage energy costs in your business? If so, there’s a valuable federal income tax benefit (the business energy credit) that applies to the acquisition of many types of alternative [...]

By |2021-04-26T15:10:19-04:00April 26th, 2021|Categories: Blog, Tax, Uncategorized|Tags: , , , , |Comments Off on Claiming the Business Energy Credit

Small Businesses: Cash In On Depreciation Tax Savers

As we approach the end of the year, it’s a good time to think about whether your business needs to buy business equipment and other depreciable property. If so, you may benefit from the Section 179 depreciation tax deduction [...]

By |2020-12-01T12:47:11-05:00December 1st, 2020|Categories: Blog, Tax, Uncategorized|Tags: , , , , , |Comments Off on Small Businesses: Cash In On Depreciation Tax Savers

Levels Of Assurance: Choosing The Right Option For Your Business Today

The COVID-19 crisis is causing private companies to re-evaluate the type of financial statements they should generate for 2020. Some are considering downgrading to lower levels of assurance to reduce financial reporting costs — but a downgrade may compromise [...]

By |2020-10-02T16:52:57-04:00August 28th, 2020|Categories: Audit, Blog, GAAP, Uncategorized|Tags: , , , , |Comments Off on Levels Of Assurance: Choosing The Right Option For Your Business Today

Promote And Report Diversity

Increasing diversity is a key initiative at many companies in 2020. This movement goes beyond social responsibility — it can lead to better-informed decision-making, improved productivity and enhanced value. Congress has also jumped on the diversity-and-inclusion bandwagon: Legislation is [...]

By |2020-10-02T17:11:45-04:00August 21st, 2020|Categories: Blog, Tax, Uncategorized|Tags: , , , , |Comments Off on Promote And Report Diversity

CFO Services – Adding Strength to Manufacturing and Distribution

For a lot of small to mid-size manufacturing and distribution businesses, there’s a conundrum looming over the accounting department. Often, these departments consist of just a few accountants, possibly a controller or accounting manager. Typically the business owner serves [...]

Differences between CFO Services and Accounting Services

Knowing What Kind of Outsourced Accounting Services You Need Managing your company’s finances isn’t always easy. In the early days of your business, things were probably a lot simpler. The financial responsibilities were, and maybe still are, handled by [...]

By |2019-12-10T17:00:29-05:00December 10th, 2019|Categories: Blog, Cloud Technology, Consulting, Frank Balestreri, Outsourced Accounting, Sage Intacct, Software Solutions, Technology, Uncategorized|Tags: , , , |Comments Off on Differences between CFO Services and Accounting Services
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