by Ashley Agnew | Dec 27, 2021
PPP Loan Forgiveness and Tax Planning December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
by Ashley Agnew | Aug 27, 2021
Small Business Spotlight: Sea Nuts Our team has a habit of sharing our favorite new small businesses in our conversations around the office. Together we have discovered some great products and companies. For this week’s blog, we’ve decided to share a new business...
by Centerpoint Advisors | Jul 14, 2017
July 14, 2017. By Matthew Okaty: If you are a small business owner, whether a sole proprietor or one with employees, it is important to understand your retirement plan options. Without such a plan, you could be missing out on tax-deferred growth that could impact...