After the Elections, Consider Your Investment and Tax Playbook

By Christopher Dhanraj Managing, Principal of Investments T. 813.384.2737 Email and Michael Prinzo, Managing Principal of Tax, CliftonLarsonAllen T. 303.265.7844 Email Key insights As political uncertainty begins to recede after the U.S. elections, let’s address key investment and tax considerations heading into both year-end and 2021. On the investments front, markets at their highs combined…

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How the WARN Act Affects Restaurant Closures and Layoffs

Tuesday, November 10th | 10:30AM- 11:30AM ET Register Now In challenging times, operators may find themselves considering closing locations or laying off significant numbers of staff. Before moving ahead with this type of action, the operator should know whether the federal Worker Adjustment and Retraining Notice Act will require it to give advance notice of…

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Contactless Hiring – The Service Industry’s New Standard

  CLICK HERE TO REGISTER! ABOUT THIS WEBINAR COVID has kept many businesses on their toes in 2020, pushing companies to adapt to new procedures and guidelines. Sourcing, hiring, and onboarding the hourly workforce in a contactless world has presented a unique hiring challenge, especially for the service industry. It’s a pivot away from the…

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Year-End Planning and PPP Updates

Thursday, October 29 Virtual 2 – 2:30 p.m. Central Join this week’s livestream as we discuss year-end planning. CLA professionals will discuss tax strategies, planning recommendations, and more. We’ll also continue to provide the latest PPP updates. Register Now Can’t make it? Fill out the registration form and you will receive an email with the…

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CLA Wealth Advisory Connection — Year-end Planning

Tuesday, November 17 Webinar 3 – 3:45 p.m. CT Register Now The end of the year symbolically brings an opportunity to both reflect and look forward. Of course, it also brings an end to the tax year and creates an opportunity to plan your year-end. Please join us for our next complimentary CLA wealth advisory connection as…

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CLA Releases 35th Annual SNF Cost Comparison and Industry Trends Report

By CLA (CliftonLarsonAllen) Email CLA (CliftonLarsonAllen) has issued its 35th edition of the Skilled Nursing Facility (SNF) Cost Comparison and Industry Trends Report. This report, based on 2019 data, provides national operating and financial metrics for SNFs, which allows facilities to see how their performance compares to others. Due to the impact of COVID-19, skilled nursing…

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Year-End Tax Strategies for Your Dental Practice

By Mark DeBroux, Principal CliftonLarsonAllen T. 920.996.1363 Email Key insights Use the Section 179 deduction or bonus depreciation to speed up expensing of new or used equipment. An HSA is a great way to save tax-free money to use for medical expenses. Talk to your tax advisor to determine the best possible retirement account for…

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PPP Forgiveness and Form 3508S Observations for Financial Institutions

Recorded 10/15/2020 Webinar Hosting, Speaking Event materials Presentation Slides: PPP Forgiveness and Form 3508S Observations for Financial Institutions Recording: PPP Forgiveness and Form 3508S Observations for Financial Institutions This program will discuss our initial thoughts on newly released SBA guidance and the new Form 3508S, provide insights, observations, and future expectations based on assisting lenders with the…

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Data Breaches – Mitigation and Response Strategies October 27

October 27 | 1 – 3 p.m. CT As data breaches continue to make the headlines, organizations are challenged to maintain consumer confidence in their ability to recognize, react, and respond to intrusions in order to safeguard confidential information and transactions. A core component of cybersecurity risk management is a well-designed incident response program that…

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