The documents below were created throughout March–May of 2020 to help raise awareness for financial options during trying times. RETURN TO GET PREPARED HOME PAGE.
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TAX UPDATES (DIRECT LINKS)
- PPP LOANS AND STIMULUS UPDATES (9.1.20)
- BOYUM UPDATE ON AUGUST 2020 EXECUTIVE ORDER
- IMPORTANT TAX UPDATE: PPP Loan Forgiveness Deductibility as of May 1, 2020
- CARES ACT–Stimulus Checks
- CARES ACT–Business Tax Provisions
- CARES ACT–Individual Tax Provisions
- Tax Updates
COVID-19 LOAN INFORMATION (Webinar Recordings)
- VIDEO LINK: PPP LOAN FORGIVENESS–NEW GUIDANCE as of June 26, 2020
- WEBINAR SLIDE DECK: PPP LOAN FORGIVENESS–NEW GUIDANCE as of June 26, 2020
- VIDEO LINK: PPP LOAN FORGIVENESS–GAME CHANGER as of June 5, 2020
- WEBINAR SLIDE DECK: PPP LOAN FORGIVENESS—GAME CHANGER as of June 5, 2020
- VIDEO LINK: PPP LOAN FORGIVENESS–THE APPLICATION as of May 20, 2020
- WEBINAR SLIDE DECK: PPP LOAN FORGIVENESS–THE APPLICATION as of May 20, 2020
- IMPORTANT TAX UPDATE: PPP Loan Forgiveness Deductibility as of May 1, 2020
- VIDEO LINK: Understanding PPP Loan Spending and Forgiveness as of April 24, 2020
- WEBINAR SLIDE DECK: Understanding PPP Loan Spending and Forgiveness PPT as of April 24, 2020
- DIRECT LINK: PPP Loan Forgiveness Spreadsheet
- PPP Loan Information for Self-Employed and Partnerships as of April 15, 2020
- VIDEO LINK: Keeping Up With Canada’s COVID-19 Economic Response Plan as of April 9, 2020
- VIDEO LINK: Keeping Up With the CARES ACT as of April 7, 2020
- COVID-19 Preparedness for Business Clients as of April 1, 2020
- WEBINAR SLIDE DECK: COVID-19 Preparedness for Business Clients as of April 1, 2020
IMMEDIATE FINANCIAL PLAN
- SAMPLE LETTER: Rent Abatement
- LEASE CONSIDERATIONS
- 12-WEEK FINANCIAL REVIEW: OWNER
- 12-WEEK FINANCIAL REVIEW: SERVICE PROVIDER
- SCRIPT: Creditor Conversations
FRAUD ALERTS (DIRECT LINKS)
SBA (USA) DISASTER RELIEF
SBA (CANADA) DISASTER RELIEF
SBA PAYROLL PROTECTION PROGRAM (PPP)
- FIVE THINGS TO CONSIDER
- DIRECT LINK (4.2.2020): Payroll Protection Plan Explained
- DIRECT LINK: Payroll Protection Program (PPP)
- DIRECT LINK: US Chamber of Commerce Emergency Loans
- DIRECT LINK: Payroll Protection Program Application Form—Updated April 20, 2020
GUIDE TO THE CARES ACT (DIRECT LINKS)
- The Small Business Owner’s Guide to the CARES ACT
- Senate Committee Guide to CARES ACT
- US Chamber of Commerce Guide to Emergency Loans
- National Association of Student Financial Aid Administrators