Insights

Grant Relief Funds Available to Assist Local Businesses

Grant Relief Funds Available to Assist Local Businesses

The Westerville Area Chamber of Commerce shared this information with us, and we wanted to share it with ...
CARES Act Eases Rules for IRA and 401(k) Withdrawals

CARES Act Eases Rules for IRA and 401(k) Withdrawals

Michelle Singletary from the Washington Post reminds readers that withdrawing money from IRAs and 401(k)s under ...
Thinking About Forming a New Charity?

Thinking About Forming a New Charity?

We see a lot of interest in forming nonprofit organizations around our clients’ interests and favorite causes. ...
529 Distributions & College Refunds

529 Distributions & College Refunds

Important to remember as we try to get our college students back to school:  Distributions from 529 plans must be ...
Small Business Owners in Columbus & Franklin County:  There is Still Time to Apply for COVID-19 Recovery Grants!

Small Business Owners in Columbus & Franklin County: There is Still Time to Apply for COVID-19 Recovery Grants!

More than half of the $10.5 million of the COVID-19 Small Business Response and Recovery Fund is still available ...
Updates on the PPP Forgiveness Process

Updates on the PPP Forgiveness Process

Banks are beginning to offer portals for businesses to begin the PPP forgiveness process. We strongly encourage ...
Reminder: Social Security Benefits May Be Taxable

Reminder: Social Security Benefits May Be Taxable

Up to 50% or more of a taxpayer’s Social Security benefits may be taxable, depending on annual income. If you’d ...
Major Changes to Retirement Plans Due to COVID-19

Major Changes to Retirement Plans Due to COVID-19

According to the IRS, qualified individuals affected by COVID-19 may be able to withdraw up to $100,000 from their ...
New Low Interest Loans Available to Women- & Minority-Owned Businesses

New Low Interest Loans Available to Women- & Minority-Owned Businesses

The Economic and Community Development Institute (ECDI) is administering a statewide loan fund to help women- and ...
Federal Student Loan Rates Drop to Record Lows for 2020-2021

Federal Student Loan Rates Drop to Record Lows for 2020-2021

Great news for college students! Federal student loan rates for the 2020-21 school year have dropped to the lowest ...
Ohio Offers Micro-Enterprise Grant Program for Minority- & Women-Owned Businesses

Ohio Offers Micro-Enterprise Grant Program for Minority- & Women-Owned Businesses

Ohio's Office of Small Business Relief recently announced a micro-enterprise grant program benefiting many of ...
Paycheck Protection Program Flexibility Act Signed; Changes to Benefit Business Owners

Paycheck Protection Program Flexibility Act Signed; Changes to Benefit Business Owners

Anyone who has taken out a PPP loan should review this Forbes article and the numerous favorable changes to the ...
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