Uncategorized Archives

February 11, 2021

Welcome to Our Yuma Office

Author: Eric Chastaine | Business Development Director So we all know that we have an office in Yuma, but what do we know about Yuma itself? The first Europeans to arrive in Yuma did so clear back in 1540, approximately 80 years before the pilgrims arrived at Plymouth Rock, when Spanish expeditions traveled up […]

July 9, 2020

CARES Act, COVID-19, PPP Program, Uncategorized

PPP Loan Application Extended

Author: Lindsey Jackson, CPA An extension to the loan application window for the Paycheck Protection Program (PPP) moved through the Senate, and after a unanimous vote in the House yesterday, is headed to the White House for signature. The extension will keep the program open until August 8th instead of expiring on June 30th as originally intended. With […]

May 11, 2020

Financial Services, Small Business, Tax, Uncategorized

Using a Walton GRAT for Estate Planning

The current market conditions created by the COVID-19 pandemic have forced businesses across the country to grapple with a number of difficult challenges. With the stock market dropping to historic lows and closely-held family businesses experiencing a downturn in shareholder equity, many business owners may have doubts about the future of their companies. These same […]

April 30, 2020

Business Advisory, CARES Act, COVID-19, Small Business, Uncategorized

Main Street Business Lending Program Announced by the Federal Reserve

On April 9, the Federal Reserve announced additional actions it will take, providing up to $2.3 trillion in loans to support the U.S. economy. The Federal Reserve believes this funding will assist households and employers of all sizes, bolstering the ability of state and local governments to deliver critical services during the coronavirus pandemic. One of the […]

April 30, 2020

CARES Act, COVID-19, Financial Services, PPP Program, Uncategorized

New Guidance Issued – Extended Deadlines and Net Operating Loss

On Thursday, April 9, 2020 the IRS issued updated guidance on three (3) important pieces of the CARES Act and COVID relief legislation. The new guidance is focused around filing and payment deadlines, claiming net operating losses (NOL) and additional guidance on NOL carrybacks. It is important to note that as of the date of this […]

March 6, 2020

Uncategorized

Don’t Lose Real Estate Tax Deductions on Investment Property

Lindsey Jackson, Frost, PLLC After the Tax Cuts and Jobs Act became law at the end of 2017, one of its most controversial provisions included capping the state and local tax itemized deduction reported on Schedule A of your Form 1040 at a maximum of $10,000. Many filers for the 2018 tax year exceeded the […]

Welcome to Our Yuma Office

PPP Loan Application Extended

Using a Walton GRAT for Estate Planning

Main Street Business Lending Program Announced by the Federal Reserve

New Guidance Issued – Extended Deadlines and Net Operating Loss

Don’t Lose Real Estate Tax Deductions on Investment Property

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Welcome to Our Yuma Office

PPP Loan Application Extended

Using a Walton GRAT for Estate Planning

Main Street Business Lending Program Announced by the Federal Reserve

New Guidance Issued – Extended Deadlines and Net Operating Loss

Don’t Lose Real Estate Tax Deductions on Investment Property

Recent Posts

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