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This Month’s Posts

ERTC Update

For starters, the American Rescue Plan Act of 2021 (“ARPA”) extended the ERTC (Employee Retention Tax Credit) through the end of 2021.  Practice owners that haven’t fully recovered to 2019 revenue levels might now be eligible for a tax credit of $7k per non-family...

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PPP Loan Forgiveness

Business owners who received a PPP loan have 10 months following the end of the 24-week Covered Period to submit to their lender for forgiveness. Assuming you received your PPP loan in mid-April, you have until July 31st to complete the forgiveness application with...

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Last Month’s Posts

Recap of Changes to Tax Deadlines

For INCOME TAXES: The due due for personal income tax returns has been extended to 5/17/21 Request for automatic six month extension, Form 4868, is required to be filed by 5/17/21 unless you will submit your tax returns by then 1st quarter 2021 estimates are still due...

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Posts From Our Professional Network

Create A Winning Plan

Guest Writer Brenda Loan Baker, Executive Coach, Fortune Management Northeast Here we are, the first week of January. The traditional time goals for the new year is upon us! What is the difference between the people who set their goals and reach or surpass them and...

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Alex’s Advice Corner – Year end Reminders

From Alex Oliver, CFP, CRPS - Wealth Advisor - First National Corporation With two months to go until 2021, First National Corporation wants to ensure you are doing everything within your financial plan to mitigate taxes. Here are a few quick reminders to consider as...

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Seven Ways To Get Your Reluctant Patients Back

Guest Writer Don Khouri, Managing Director, Fortune Management Northeast As healthcare practices continue to reach out to patients who need to be scheduled, one of the biggest challenges they face is the wide variation in comfort level their patients have about coming...

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