Third-PartyJun 28, 20201 minThe Balance: Protection for Beneficiaries Using Discretionary Lifetime TrustsA discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi
Third-PartyJun 5, 20204 minCOVID- Resources June 5, 2020Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.
Third-PartyMay 28, 20201 minCOVID-19 Resources: Polito Eppich CPAs and Business AdvisorsPolito Eppich has put together a series of articles, letters, local updates and additional information for those seeking information
Third-PartyMay 12, 20201 minCARES Act: Maximizing forgiveness of your PPP Loan (5/12/2020)Presentation from Coastal Payroll Services on maximizing the forgiveness of your PPP Loan.