Resources

Videos and Articles

Scenario Planning

Scenario Planning

What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.
Succession Planning for Business Owners

Succession Planning for Business Owners

Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video, we'll cover why you need a plan and key components of a plan.
Paycheck Protection Program Flexibility Act of 2020

Paycheck Protection Program Flexibility Act of 2020

On June 5th, the president signed the Paycheck Protection Program Flexibility Act of 2020 into law, which among other things, helps borrowers maximize their potential for loan forgiveness. Here's a great video that covers the major provisions of the new law.
PPP Loan Forgiveness

PPP Loan Forgiveness

The SBA recently released the PPP loan forgiveness application which provides guidelines on what expenses are eligible for forgiveness. Here's a great video overview of the new guidelines.
Main Street Lending Program

Main Street Lending Program

In response to the COVID-19 pandemic, the Federal Reserve authorized the establishment of the Main Street Lending Program which will provide up to $600 billion of loans to small and medium-sized businesses. Watch this video for an overview of how this new program may help your business.
Cybersecurity with a Remote Workforce

Cybersecurity with a Remote Workforce

The increased use of collaboration and cloud technologies have enabled employees to stay productive while working from home, but have also increased the risk of phishing attacks, online fraud and cyber attacks. In this short video, we will provide 7 steps to protecting yourself and your company.
Paycheck Protection Program

Paycheck Protection Program

The CARES Act provides $349 billion for the Paycheck Protection Program. This program provides emergency loans to small businesses and nonprofits, is 100% guaranteed by the SBA, and contains a provision to forgive the debt. In this video, we'll outline the specifics of the program.
What the CARES Act means for Individuals

What the CARES Act means for Individuals

On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.
What the CARES Act means for Businesses

What the CARES Act means for Businesses

On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.
SBA Economic Injury Disaster Loan Program

SBA Economic Injury Disaster Loan Program

Many businesses, especially small businesses, don't have the financial resources to withstand a prolonged period of low sales due to the Coronavirus. Here's a great video on emergency relief from the SBA.
Families First Coronavirus Response Act

Families First Coronavirus Response Act

On March 18th, the Families First Coronavirus Response Act was passed. This act provides assistance to employees affected by the spread of the Coronavirus, while providing tax credits to employers to help cover the costs. Here's a short video that explains the changes.
10 Tips for Managing a Remote Workforce

10 Tips for Managing a Remote Workforce

The spread of the Coronavirus has caused many companies to have employees work remotely. In this short video, we walk through 10 tips to help maintain a productive workforce, a collaborative work environment, and a positive company culture while working remotely.
Employee Retirement Plans for Small Businesses

Employee Retirement Plans for Small Businesses

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What You Need to Know About the Gift Tax

What You Need to Know About the Gift Tax

Gifting can be an strategic part of your estate plan, but it's important to understand how the Gift Tax works. The Gift Tax is a federal tax on assets transferred to a recipient when full payment is not received in return. In this video you'll learn important tax advantages of gifting.
Contingency Planning for Business Owners

Contingency Planning for Business Owners

All businesses face a variety of risks, which is why it's important to have contingency plans in place to deal with unexpected events. In this video, you will learn 5 important steps to contingency planning for your business.