life insurance

Life Insurance May Offer More than a Death Benefit

Byron T. Deese Tax Planning For Individuals, Personal Finance, Investing Leave a Comment

Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that some life insurance policies also …

michael and ed

Glass Jacobson Named Top 150 CPA Firm by Accounting Today

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Glass Jacobson News, Personal Finance, Investing Leave a Comment

We are pleased to announce that Accounting Today has once again named Glass Jacobson in its 2020 list of top CPA Firms in the $100 Million Plus Club. You can …

easier loan forgiveness

Small Businesses Now Have an Easier Option for PPP Loan Forgiveness

Hugh Vivian Coronavirus, Business Management Leave a Comment

In response to the Paycheck Protection Program Flexibility Act of 2020 (PPPFA), the U.S. Small Business Administration has revised its loan forgiveness application for PPP loans. This revision comes on …

quickbooks cash flow planner

QuickBooks Cash Flow Planner is the Edge Business Owners Need Right Now

Christine Williams Coronavirus, Business Management Leave a Comment

Cash flow has always been a troublesome issue for small business owners but never more than right now. As the country edges toward reopening, many small businesses face an uncertain …

PPP enhancements

Key Provisions of the PPP Flexibility Act of 2020

Glass Jacobson Wealth Advisors Coronavirus, Business Management Leave a Comment

Update: This post describing the changes made to the initial Paycheck Protection Program Act with the enactment of the Paycheck Protection Program Flexibility Act originally appeared on June 4, 2020. …

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Client Spotlight: Nica Shields Breaks a World Record!

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Coronavirus, Business Management Leave a Comment

At Glass Jacobson, we love seeing our clients accomplish all their life goals. In May of 2019, we got to see one of our clients, Maria “Nica” Shields, break the …