BLS Insights

On Sunday, December 27, President Trump signed into law $900 billion in COVID-19 Relief and $1.4 trillion in government funding. The over 5,500-page bill combines financial relief for individuals, businesses, … Continued

Earlier this week, we sent a communication to our clients regarding Form 1099 and W-9 Reporting Requirements. From that communication, we received questions specific to the Internal Revenue Service’s introduction … Continued

On April 10, 2020, the U.S. Department of Health and Human Services (HHS) automatically began distributing relief funds to “providers who billed Medicare-fee-for-service in 2019, be a known Medicaid and … Continued

The Delaware Division of Small Business just released three important changes related to the DE Relief Grants program. Businesses no longer need to demonstrate a revenue decline of at least … Continued

On October 8, 2020, following requests by many businesses and lenders across the country, the Small Business Administration released a streamlined application for Paycheck Protection Program (PPP) borrowers who borrowed … Continued

In our continued effort to provide guidance to companies and nonprofits, we have outlined three important topics in this edition of our BLS Important Update. Our firm has received numerous … Continued

The coronavirus pandemic has only punctuated a point that planners have been making for years. Everyone needs an estate plan. Admittingly, the process can seem overwhelming, so we’ve broken down … Continued

Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. … Continued

Originally Posted August 20, 2020 / Updated August 25, 2020 The State of Delaware and New Castle County are working together to provide further relief to Delaware nonprofits and small … Continued

The IRS recently updated their FAQ page related to Economic Impact Payments (EIP), also known as Stimulus Payments. To help simplify the details of what was added to this FAQ … Continued