Possible PPP Legislation & 1099-B
Possible PPP Legislation:
https://www.bloomberg.com/news/articles/2020-05-26/hoyer-says-house-and-senate-close-on-ppp-loan-extension
Form W-4P
https://www.irs.gov/pub/irs-pdf/fw4p.pdf
IRS Notice 2020-3
https://www.irs.gov/pub/irs-drop/n-20-03.pdf
The Great Estate & Gift Tax Showdown of 2026
1. Background Current Law (2025): As of 2025, the U.S. federal estate tax imposes a 40% tax on the value of estates and lifetime gifts exceeding a unified lifetime exemption of about $13.99 million per individual (double for a married couple using “portability”)[1]. This exemption – also applicable to the generation-skipping transfer (GST) tax –…
Redefining Wealth With Purpose
How Brad Connors Is Redefining Wealth With Purpose From Tragedy to Triumph When Brad Connors speaks about financial purpose, he’s not reciting a corporate mantra—he’s reliving a lifetime of lessons. At just two years old, Connors lost his father in a car accident that also left him hospitalized with a collapsed lung. That tragedy, coupled…
Marc Henn on Building True Wealth: Beyond Portfolios and Toward Purpose
When Marc Henn launched Harvest Financial Advisors nearly two decades ago, he wasn’t trying to reinvent the financial-services wheel. He was trying to realign it. After more than 35 years in the industry, Henn had seen what he calls the “black marks” of the profession—transactional mindsets, one-off sales, and the steady erosion of authentic client…
Beyond the Exit: Alex Bean on Why True ROI Means Return on Impact
Beyond the Exit: Why Divvy’s Alex Bean Believes True ROI Means Return on Impact For most entrepreneurs, selling a billion-dollar company would be the final chapter—the ultimate validation of long nights and relentless ambition. For Alex Bean, co-founder of Divvy, that milestone became only the beginning of a deeper journey. In 2016, Bean and longtime friend Blake Murray launched…