Finding, Retaining, and Rewarding the Right Staff and Clients

This article discusses some of the best practices that you can incorporate into your startup or general business to keep adequate clients and customers surrounding your business. Whether it is superior customer service, being open and honest, and/or rewarding great work, these tips can set you apart from the competition. Be sure to check out this link for more details! To view this article, click HERE to access the original content.

November 20th, 2020|

PPP Deduction Safe Harbor

The IRS has released rulings concerning deductions for eligible Paycheck Protection Program (PPP) loan expenses. The rulings: (1) deny a deduction if the taxpayer has not yet applied for PPP loan forgiveness, but expects the loan to be forgiven; and (2) provide a safe harbor for deducting expenses if PPP loan forgiveness is denied or the taxpayer does not apply for forgiveness. Click here to read more »

November 20th, 2020|

2020 Year End Tax Letter Now Available

Year-end tax planning is seldom a simple proposition, and 2020 has been quite a challenge, to say the least. With this in mind, we have prepared a comprehensive 2020 Year-End Tax Planning Letter. For your convenience, the letter is divided into two sections: Individual Tax Planning (.PDF) » Business Tax Planning (.PDF) » Please download and print the letters above at your convenience. The concepts discussed in this letter are intended to provide an overview [Read More]

November 16th, 2020|

Deducting Losses – Current NOL Rules Related to the CARES Act

This article discusses how the coronavirus pandemic impacted many businesses in a negative way. Despite government funding programs such as the CARES Act and PPP Loan, many businesses are going to finish the year with a negative net operating loss. However, because of these losses, “It is critical for those businesses and especially their financial advisers to be updated on the current rules surrounding the NOL deduction.” Be sure to check out this link for [Read More]

November 12th, 2020|

Pivot CPAs Named Among the Ponte Vedra Recorder’s “Best of the Best” List

Pivot CPAs is pleased to announce that the firm was recently named among the Ponte Vedra Recorder’s list, “Best of the Best of Ponte Vedra” for 2020. “I am thrilled that the firm has been recognized for making valuable contributions to the Ponte Vedra community,” said Peter Reynolds, CPA, managing partner of Pivot CPAs. “We consider it quite an honor to be included among the many excellent organizations on this list.” The “Best of the [Read More]

November 12th, 2020|

Main Street Loans Opening Up for Smaller Businesses

This article discusses the most recent announcement from the Federal Reserve Board. This is significant for small businesses because the minimum loan amount went from $250,000 to $100,000 on three Main Street loan facilities. Additionally, they published a frequently asked clarification document that answers questions concerning the paycheck protection program. Be sure to check out this link for more information! To view this article, click HERE to access the original content.

November 5th, 2020|

Why Hiring a Tax Accountant is Good for Small Business

This article discusses how, although hiring a CPA for your small business comes with a cost, the pros may outweigh the cons in this situation. For example, hiring a CPA will allow you to save precious time and can be used as a trusted source for support. Additionally, your accountant can help you with all finance-related work as well as offer advice on a daily basis. Be sure to check out this article for more [Read More]

October 30th, 2020|

Unclaimed Property Distributions Allowed As Self-Certified Rollovers

The article discusses a recent publication from the IRS in response to multiple requests from stakeholders asking for guidance on self-certifications. Additionally, it outlines what is required within the report as well as the effective dates of this revision. Check out this article for more information! To view this article, click HERE to access the original content.

October 23rd, 2020|

Fighting Financial Fraud

This article discusses how the coronavirus pandemic, and in particular, telecommuting, has raised a new set of problems for managers in terms of company fraud. Working from home has its benefits, but as a company owner or manager, it also has a lot of risks. Tools to fight fraud have been increasing through the years, but now more than ever, your company can benefit from understanding these tools and utilizing them in your business. Check [Read More]

October 15th, 2020|

10 Tips for Better Budgeting…

If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you provide products and/or services that have been in great demand since the COVID-19 pandemic took hold, you’ve had to adjust your budget significantly. Better days are ahead, though, and now is a good time to start doing some planning for 2021. While there are still likely to be uncertainties next year, creating [Read More]

October 9th, 2020|
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