Using Donor Advised Funds for Charitable Giving (12/31 Deadline)

By Alex Oliver, CFP, CRPF, Wealth Advisor – First National Corporation With Giving Tuesday on the horizon and as you make your final gifts for 2020, I want to suggest an increasingly popular tool for your charitable contributions. First, it should be emphasized...

COVID-19 Guidelines For Practice Owners With Staff

With COVID-19 sadly on the increase, employers are asking us more questions than ever about their responsibilities to pay their staff who cannot come to work for COVID related reasons. Basically, if you have an employee who cannot come in to work for COVID related...

Small Business Energy Exemption

Administered by the Massachusetts DOR, qualifying small businesses may be exempt from paying taxes on energy. A qualifying small business must have had gross income of less than $1,000,000 in the prior year and anticipate less than $1,000,000 in the current year. The...

Schedule C and PPP Loan

Many of our business owners have had questions with regard to the application for PPP loan forgiveness.  If you are a Schedule C filer (sole proprietor or single-member LLC) and are unsure about the next steps to take with regard to your PPP loan, our firm’s guidance...