Retirement Plan Options for Business Owners

August 23, 2021

I’ve had several business owners ask me about the various retirement plans that are available, and how they might impact their taxes.  In response, I’ve created this (very basic) listing of the Retirement Plan Options available to Business Owners.  For more information, please don’t hesitate to call our office 716.320.1829.   TRADITIONAL IRA: $6,000 annual […]
Read more...

Payroll Protection Program (PPP) Loan Documentation

April 24, 2020

With all the questions surrounding the PPP loan, I recently had an opportunity to email a client and go in-depth on the documentation required for the application. I think this information can be useful to any business owner trying to gain a better understanding: I hope all is well and you are staying safe during […]
Read more...

Resources for Small Business Owners Amidst CARES Act

March 29, 2020

Due to the feedback I received from clients, I decided to turn an email I sent into a blog post, to allow for easy access and updates, as the situation evolves and information is made available. I will keep this post updated with the most current guidance available. Most (state) resources mentioned are specific to […]
Read more...

Pandemic Vendor Forgiveness Template

March 28, 2020

This is an effective email template for small businesses in New York State (or any other declared disaster area) to use when requesting relief from certain vendor payments. I used it successfully when requesting rent deferment at one of my businesses, and thought others could use it as well. (Be sure to change the Governor […]
Read more...

Sales Tax in New York State

September 01, 2017

When I was running my first business, I always forgot about the sales tax deadlines.  First of all, I was really busy working non-stop in my business, I didn’t have any office staff, and the quarterly deadlines didn’t even start at the beginning of the calendar year (making it hard to forget). Sales tax was […]
Read more...

Subscribe to Our Newsletter

Know First

Follow closely and receive business resources and updates.