Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
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Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Business Owner Emergency Relief Options

With recent legislation to help small businesses deal with the impact of the coronavirus pandemic, it has become very confusing to keep all the eligibility rules straight and the types of relief small business owners can receive.  

This checklist covers the following key planning points related to:

  • Eligibility issues for PPP and EIDL programs

  • The types of relief qualifying business owners can receive from various programs.

  • How loan forgiveness works

  • The extent to which these programs work in conjunction with each other

  • Key points of the Employee Retention Credit

  • Key points of payroll tax deferral

If you’re a business owner and would like to discuss this further, please schedule a call with us.

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Chris Jennings, Business OwnerDavid EdwardsEmergency Relief, Business OwnerComment