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2022 Updates:

Email 11/04/2022 - New! Weekly Security Updates!

Blog Post 7/11/2022 - Create your emergency fund plan!

Email 6/17/2022 - IRS Announces Mid-Year Mileage Rate Increase

Blog Post 5/20/2022 - Student loan pause extended again!

2021 Updates:

Blog Post 12/15/2021 - Smart people set SMART Goals.

Email 12/10/2021 - Important Year-End Checklist for Your Business. We've got some important deadlines to remember...

Blog Post 10/01/2021 - Tax planning shouldn't wait until December.

Email 6/27/2021 - We need your help! Potential new service offering - give us your feedback!

Email 6/25/2021 - Advance Child Tax Credit Opt-Out Deadline is Monday (6/28). You may have already received an IRS notice regarding your payments...

Email 3/22/2021 - Indiana Department of Revenue Notices. What to do about the recent notice you received...

Email 3/17/2021 - Employee Retention Payroll Tax Credit Increased. How you can qualify for the increased and expanded credit...

2020 Updates:

Email 12/30/2020 - The Newest COVID Relief Bill. How it impacts you and your business...

Email 12/11/2020 - Important Year-End Information. Personal Planning Checklist and Tips...

Email 12/9/2020 - A Note About LPL Information Requests. Why you may have received one and what to do about it...

Email 12/8/2020 - IMPORTANT: Tax Planning and Year-End Reminders...

Email 10/23/2020 - Important PPP Loan Forgiveness Status Update. A shorter form, new tax issues, and our recommendations...

Email 10/1/2020 - Indiana Small Business Restart Grant Program for Your Business. Now open to all businesses!...

Email 9/1/2020 - Social Security Tax Deferral Program. An update on the Executive Order...

Email 7/31/2020 - New PPP Loan Bill Proposal. A summary of what's in it for you...

Email 7/11/2020 - When Should I Complete My PPP Forgiveness Application? Our recommendation and the reasons why...

Email 6/25/2020 - PPP Loan Forgiveness Announcements. Extension of forgiveness period and new public disclosures...

Email 6/19/2020 - New Investment Regulations. How these regulations may affect your accounts...

Email 6/8/2020 - 1st and 2nd Quarter Individual Estimates Due 7/15. Reminder of the change in due dates.

Email 6/8/2020 - PPP Loan Forgiveness Updates. Additional guidance on time periods, payroll percentages, etc...

Email 6/1/2020 - Indiana Grant for Small Businesses. New Small Business Restart Plan to launch this week...

Email 5/27/2020 - An Update on the Economic Injury Disaster Loan. A quick update on contact from the SBA and a portal account...

Email 5/21/2020 - PPP Loan Forgiveness Changes and Clarifications. A quick summary of the most important changes...

Email 5/19/2020 - SBA PPP Loan Forgiveness Application Update. New application published by the SBA...

Email 5/14/2020 - SBA Paycheck Protection Program Loan Update. New guidance issued by the SBA about a safe harbor...

Email 5/4/2020 - Payroll Protection Program (PPP) Frequently Asked Questions. Information about loan payback and more...

Email 4/14/2020 - Stimulus Checks, Money-Saving Tips, & Other CARES Act Relief. Benefits for you and money-saving tips...

Email 4/2/2020 - Payroll Protection Program (PPP) Loan Updates. Changes to the processing date and more...

Email 4/1/2020 - Economic Injury Disaster Loan Now Available. The SBA is now accepting applications...

Email 3/28/2020 - CARES Act Passed by Congress. A quick, high-level summary of the major provisions...

Email 3/27/2020 - Important Information re: CARES Act. Weighing all your options first can save you more money later...

Email 3/24/2020 - *Correction* Flowchart Update. Clarification of Payroll Tax Refund...

Email 3/24/2020 - Two Common Questions From Business Owners. How do I get help for my business and my employees?...

Email 3/21/2020 - COVID-19 Legislation and Small Business Relief. Get the latest updates on how COVID-19 impacts your business...

Email 3/21/2020 - COVID-19 Information for Taxpayers. The latest updates on tax deadlines...