Latest Articles

cetera_2[1]

May 6, 2020 

Covid-19 Client Toolkit

Think beyond your clients to other connections in your life—from friends and family, to the centers of influence, to the prospects you’ve yet to work with.

irs building_10858577

May 6, 2020 

IRS Accepting Applications for TCE and VITA Grants

The TCE program was established in 1978 to provide tax counseling and return preparation to persons age 60 or older and to give training and technical assistance to the volunteers who provide free federal income tax assistance within ...

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May 6, 2020 

UWorld Roger CPA Review Awards $650K in 2020 Scholarships

The 2020 UWorld Roger CPA Review scholarship recipients were chosen based on merit, community involvement, and financial need. Each candidate award covers full tuition for the Elite-Unlimited Course – the company’s highest level four-part CPA review ...

PPP Paycheck Protection Program

May 5, 2020 

Most PPP Applicants Still Face Uncertainty on Loans

As the second round of funding for the Paycheck Protection Program (PPP) became available on April 27, 62 percent of PPP loan applicants were still waiting for funding or approval, according to new research from Paychex, Inc.