Knowledge Center

Blogs April 01, 2021 New York Legalizes Adult-Use Recreational Cannabis

After several attempts, New York State has become the 15th state to legalize adult-use recreational cannabis. Learn more about what’s included in the new law, taxation, and oversight.

On-Demand Webinars April 01, 2021 On-Demand Webcast: The Intersection of ERC & PPP

Our panelists discussed the latest IRS guidance, as well as the interaction between the Payroll Protection Program and the Employee Retention Credit.

Blogs April 01, 2021 Trends Watch: Global Small and Mid-Cap Equity Securities

A conversation with Dan Barker of Apis Capital about the outlook for global small and mid-cap (SMID-cap) equities.

Blogs March 31, 2021 Sports Betting’s Online Transformation and Its Impact on March Madness

This year’s NCAA March Madness basketball tournament promises to be a boon for both traditional bettors as well as a new, rapidly growing breed of online sports wagerers.

Podcast March 31, 2021 Advocacy Process: Personal Planning and Strategic Roadmap

Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning. The planning for the business and for the personal wealth are so inter-connected that they cann…

Articles March 31, 2021 IRS Formalizes 2020 Individual Tax Filing Extension

The IRS, in Notice 2021-21, has formalized a previous release extending the federal income tax filing due date for individuals for the 2020 tax year to May 17, 2021. This article also highlights additional details of the tax filing extension.

Blogs March 30, 2021 Protect Yourself Against PPP Loan Fraud

The PPP has become a target for fraudsters through (1) fraud in the attainment of funds; (2) fraud due to the misuse of proceeds; and (3) fraud in the forgiveness application.

On-Demand Webinars March 30, 2021 On-Demand Webcast: In Your Corner--Common Missteps Befalling Benefit Plans

Our panelists discussed pitfalls to avoid regarding common errors found during a plan audit, as well as proven techniques for preparing and aligning your benefit program to company strategy.

Blogs March 30, 2021 Reporting Paycheck Protection Program (“PPP”) Proceeds on the Federal Form 990 and Other Changes You Can Expect on the 2020 Form

This content takes a look at some of the changes to the 2020 Form 990.