Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business… Shannon Jenkins, Partner
Business Owner Advisory Selling Your Business in a Buyer’s Market September 28, 2022 - As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – June 9, 2020 June 9, 2020 - On June 5, the President signed the Paycheck Protection Program (PPP) Flexibility Act into law. This act addresses many of the issues business owners have… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 19 Update May 19, 2020 - The SBA released the PPP Loan Forgiveness Application. In addition to providing step-by-step instructions for calculating your forgiveness amount, the application also clarifies several key… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 15 Update May 15, 2020 - The Small Business Administration continues to provide guidance about the Paycheck Protection Program. In this update, we look at how to handle employees who refuse… Brett Dearing, Partner
Business Owner Advisory Paycheck Protection Program – May 7 Update May 7, 2020 - As the initial rush to apply for the Paycheck Protection Program (PPP) subsides, new issues and concerns have bubbled to the surface. Here are the… Brett Dearing, Partner
Economic and Market Outlooks Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…
Individuals and Families Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here…
Corporations The Role of Private Markets in Defined Contribution Plans November 10, 2025 - Defined contribution plans have attracted growing interest and media coverage amid recent U.S. Department of Labor actions and a noticeable shift in tone from Washington,…
