Establishing a Model Week

Model Week Core Financial Partners

Even during pre-pandemic times, Small Business Owners may find it challenging to fit everything into … Read More

CARES vs. HEROES vs. HEALS: Comparing Proposals to Extend Pandemic-Related Stimulus

CARES Act vs HEROES Act vs HEALS Act Business Owner Wealth Manager

Signed into law on March 27, 2020, the CARES Act provided various forms of stimulus … Read More

Update on Stimulus Extension Negotiations

COVID-19 Economic Stimulus in Limbo

This week, some United States residents are seeing an additional stimulus deposit in their bank … Read More

Small Businesses Facing Permanent Closure Amidst Pandemic

Small Business Permanent Closure due to COVID-19 Pandemic High Net Worth wealth Manager

This post summarizes an article from McKinsey employees Andre Dua, Kweilin Ellingrud, Deepa Mahajan, and … Read More

Final Guidance Issued for Paycheck Protection Program

PPP Final Guidance

Borrowers are eligible for PPP loan forgiveness for costs incurred and payments made during the … Read More

Interest in the Paycheck Protection Program Diminished

PPP Loan Demand Has Significantly Diminished

Just as the federal government releases round 2 of the Paycheck Protection Program (PPP) funding, … Read More

Overview of Recent Pandemic-Related Economic Stimulus

Economic Stimulus Round 2

STIMULUS FOR INDIVIDUALSDirect Stimulus PaymentsDETAILS: Individuals who pay taxes will receive a one-time payment of … Read More

SBA 7A Paycheck Protection Program (PPP)

High Net Worth and Business Owner Financial Planner Paycheck Protection Program

As the federal government continues its efforts to provide stimulus to our struggling economy, it … Read More

Paycheck Protection Loans vs. Traditional SBA Loans

US Capitol High Net Worth Wealth Management

On March 27, 2020, President Trump signed a two trillion dollar coronavirus stimulus package into … Read More

Case Study: Restaurant Chain

Annual Revenue: $30 million Net Income: $3.0 million Number of Employees: 300 Owners: 6 Partners … Read More