Appraisers are sometimes met with surprise when they deliver business valuation reports to clients. An attorney or business owner may have hired the expert to determine the fair market value of a business interest for, say, divorce or gift and estate tax purposes — and the client wonders, “Is this all I would receive if I…
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How to Plan for a PPP Audit
The Small Business Administrator Jovita Carranzaand U.S. Treasury Secretary Steven Mnuchin recently announced that recipients of Paycheck Protection Program (PPP) loans of $2 million or more should expect an audit if they apply for loan forgiveness. Here are some tips to position your small business or not-for-profit organization to receive the maximum allowable forgiveness, as well…
Four Reasons Millennials Need an Estate Strategy
You’re young, have little in savings and likely have no one yet relying on you financially. So why do you need to think about estate management?ยน Here are four great reasons: Estate Strategies: They Not Just for Old People You need a will. You may ask why a will is important if there’s not much to pass…