Newsletters

INCREASED FLEXIBILITY FOR SECTION 125 CAFETERIA PLANS

Posted May 13, 2020

The Internal Revenue Service (IRS) released guidance on May 12, 2020, to allow temporary changes to Section 125 cafeteria plans. The guidance addresses unanticipated changes in expenses because of the COVID-19 pandemic.

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STATE TAX DUE DATES VARY

Posted May 13, 2020

The IRS extended the filing and payment deadline to July 15, 2020, for 2019 taxes due between April 1 and July 15, including 2020 1st and 2nd quarter estimated tax payments. Unfortunately, states did not consistently follow this direction.

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PPP Loan Under $2 Million Deemed to be Good Faith

Posted May 13, 2020

On May 13, 2020, the SBA updated their Frequently Asked Questions (FAQ) document (click here) to include FAQ 46 in response to Paycheck Protection Program (PPP) loan applicants concerns about the requirements for good-faith certification concerning the necessity of their PPP loan request.

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New 2020 RMD Withdrawal and Redeposit Rules

Posted May 6, 2020

In March, the Corona Aid, Relief, and Economic Security (CARES) Act was passed to provide relief to individuals, small businesses, medical organizations and government entities. Although the CARES Act is best known for the stimulus check provision and Paycheck Protection Program (PPP) loans, it also included a provision to waive the required minimum distribution (RMD) requirement for 2020.

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NEW PPP GUIDANCE – CERTIFICATIONS AND REVIEWS

Posted May 6, 2020

Paycheck Protection Program (PPP) loan applicants certified that “Current economic uncertainty makes this loan request necessary to support the ongoing operation of the applicant.” Early in the process, this was understood to mean the pandemic had caused, or was expected to cause, economic hardship, including reduced revenue or operations. The CARES Act specifically stated that the general SBA “access to capital” rule was waived and all small businesses were deemed to be affected by economic injury.

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PPP EXPENSE DEDUCTIBILITY QUESTION

Posted May 6, 2020

Many companies who received a loan under the Paycheck Protection Program (PPP) are now working to determine and document the expenses that qualify for loan forgiveness. The SBA has provided some interim rules, but final rules and clarity are not yet available. Per the SBA, the amount eventually forgiven will be non-taxable income to the business.

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Tax Filing Reminders – May 2020

July 15th

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