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Business Exit Planning

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COVID-19- Business owners resources center-BRC

Underwriting Revisions to Help in Trying Times

  To our valued clients, I hope you and your family are doing well. Understandably, in the past few months I've received numerous calls and questions. I just wanted you to know that I am always available via phone or email to address any of your concerns or just to review your portfolio together. Separately, due to the current situation, Guard...
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PPP Loan Forgiveness Update

Aloha Paycheck Protection Program Borrowers, We are providing this update to you regarding the next phase of the PPP related to Forgiveness. It is important you thoroughly read this and all communications from from your bank as they will contain the most up-to-date information we have to share. As of today, the Paycheck Protection Program Flexibili...
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PPP Loan Forgiveness Application

On May 15th, the SBA published the Loan Forgiveness Application.  Th e application contains important information about how the forgiveness amount will be calculated and what documentation will be required for forgiveness requests. Please be aware, however, that the SBA could still make changes to the application and the forgiveness requi...
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Positive Planning Strategies in a Post-COVID-19 World

As we face challenges on the health, economic and market fronts, we would be remiss not to explore the positive ways your client's wealth plan can benefit from low interest rates and depressed asset values. Here are several planning strategies that are particularly attractive in this kind of climate. Gift Depreciated Assets Now may be a perfect tim...
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PPP Forgiveness for the Self-Employed (Independent Contractors and Sole Props)

The Paycheck Protection Program loan can be completely forgiven if you spend it on the right things, and if you prove those expenses. However, PPP forgiveness works differently for sole proprietors and independent contractors, the biggest difference being the concept of "owner compensation replacement" which greatly simplifies the loan forgiveness ...
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Our Response to COVID-19

To our Valued Clients,  As the battle with COVID-19 continues, life feels very different due to major changes in our daily lives. As we continue to adapt, the stock markets have had to adapt to new economic realities as well. However, this period of uncertainty is a good opportunity to revisit investment plans and objectives. The current situa...
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Paycheck Protection Program Update

To Paycheck Protection Program (" PPP ") Applicants and Borrowers: We know this is a difficult time and we understand it can be frustrating. We are doing our best to keep you informed as the U.S. Small Business Administration (" SBA ") process continues to evolve. As either an applicant or a borrower we would like to share an update on some of the ...
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PPP Loan Forgiveness Workbook

‚Äč Over 2,000 companies have downloaded the PPP Loan Forgiveness Workbook. We are happy to provide you with this robust planning tool for loan forgiveness. It was made available to us by the BEI team and long-time BEI Advisor,  David V Jean, CPA, CCIFP, CExP, Principal for Albin, Randall & Bennett, CPAs. Please note, this is a "Plannin...
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