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Client Spotlight: Nica Shields Breaks a World Record!

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Business Management, Coronavirus Leave a Comment

At Glass Jacobson, we love seeing our clients accomplish all their life goals. In May of 2019, we got to see one of our clients, Maria “Nica” Shields, break the …

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New SBA Guidelines Provide More Clarification for PPP Loan Forgiveness

Edward J. Jacobson, CPA, CVA Coronavirus, Business Management Leave a Comment

As expected, the Small Business Administration issued new guidance on PPP loan forgiveness in a May 22 release of new interim final rules. An additional memo with new interim rules …

When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Tax Planning For Individuals, Investing, Economic Update, Coronavirus Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

PPP forgiveness guidance

SBA Issues PPP Loan Forgiveness Guidance

Glass Jacobson Wealth Advisors Business Management, Coronavirus Leave a Comment

The wait is over for small businesses looking for guidance from the Small Business Administration regarding the PPP loan forgiveness process. The new guidance that was promised for the end …

PPP loan necessity

SBA Addresses Concerns Over Certifying Necessity of PPP Loans

Glass Jacobson Wealth Advisors Business Management, Coronavirus Leave a Comment

For PPP loan recipients concerned or confused about certifying the necessity of their loans, the SBA has issued guidelines which should provide clarity going forward. A central requirement for applying …

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The Impact of COVID-19 on When to Claim Social Security Benefits

Trey Ingram, CAIA® Coronavirus, Personal Finance Leave a Comment

While COVID-19 won’t affect the amount you receive in Social Security benefits, it may impact when you decide to claim your benefits.   The COVID-19 pandemic has, in short order, upended the U.S. …