updated FINAL 2020 COVID Resource Banner

These are unprecedented times.

The safety and health of our team, clients, and community is our number one priority. The majority of our team are working remotely and we are all committed to continue to serve you through these unprecedented times. Below you will find resources which will be regularly updated.

How much we know is important.  How much we care is everything.  blob-1

 

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Concannon Miller Client Updates

IMPORTANT - Sending Concannon Miller Information

There are three easy ways to send us your information electronically, listed below in order of preference, with links, for speed and efficiency.
There will be no document drop-offs to our offices. Instructions for USPS are also below.

Client Portal Found on Concannon Miller's website. This is the BEST way to send us your information. It requires that you have an existing account set up. If you do not have an account, the next best option is below.

Sharefile

UPLOAD button115- FINAL

 

  • Simply click on the UPLOAD button at the bottom of the email signature of any Concannon Miller team email. It will take you to the secure ShareFile website.
  • Click on the “Recipient” drop-down menu and select the Concannon Miller employee to whom you want to send your documents.
  • Upload documents by browsing your computer for the files or dragging and dropping them on to the screen.
Fax Use this option only if the above options are not feasible.
  • Fax us your documents to 610-465-9770.
  • NOTE: This is a different number than our normal published fax numbers.
  • Use the “fine” resolution setting (either 400 dpi or 600 dpi) on your fax machine so we can clearly read the information on your forms.
US Mail

Pennsylvania Office:
1525 Valley Center Parkway, Suite 300
Bethlehem, PA 18017

Florida Office:
9800 Fourth Street North, Suite 300
St. Petersburg, FL 33702

 

See our Important Client Information email from March 20, 2020 for more information.


 

PPP Tracking Tools

 

Our Paycheck Protection Program Expense Tracking Worksheet helps easily track your expenses. It includes step-by-step instructions and an example to follow.

PPP Expense Tracker for McDonald's Franchisees  

PPP Expense Tracker for Businesses

 


Tax Filing Updates


Federal Tax Deadline Extended; Many State Rules Still Up in Air (March 20, 2020) 


State Information and Forms

 

AICPA State Tax Chart: The American Institute of Certified Public Accountants (AICPA) is tracking Coronavirus related changes to state tax filing rules in a regularly updated chart with information for all 50 states.

Pennsylvania:

Department of Community & Economic Development - Request for Waiver/Exemption to Business Closure

Specific State Links:

California Dept. of Tax and Fee Administration

Florida Department of Revenue

Maryland Department of Assessments and Taxation

New Jersey Treasury - Division of Taxation

Pennsylvania Department of Revenue

Texas Comptroller

Virginia Tax

 


McDonald's Franchisee Guidance

 
 
Deferring Social Security Taxes: FAQs for Employers During the Coronavirus  A CARES benefit that’s not getting as much press as PPP, but may be a useful liquidity tool for business owners battling through this crisis. (April 16, 2020)
 
 

Coronavirus Stimulus Small Business Loans: Your Next Steps (April 1, 2020)

Actions for McDonald’s Franchisees to Reduce C-19’s Business Impact (March 18, 2020)


Tax & Accounting Guidance

 

PPP Loans: The Latest on What Qualifies and What’s Taxable (October 29, 2020)

 
 

COVID-19 Tax Relief for Businesses: 4 Options to Save Taxes (April 28, 2020)

COVID-19 Employee Retention Tax Credit: Can Your Company Benefit? (April 23, 2020)

Deferring Social Security Taxes: FAQs for Employers During the Coronavirus  A CARES benefit that’s not getting as much press as PPP, but may be a useful liquidity tool for business owners battling through this crisis. (April 16, 2020)

New Employer Tax Credits, Employee Paid Leave Provisions Related to COVID-19 (March 24, 2020)

Help Employees Affected by Coronavirus with Tax-Free Qualified Disaster Payments (March 24, 2020)

IRS Coronavirus Tax Relief Resource Page: The IRS has established a special website focused on steps to help taxpayers, businesses and others affected by the coronavirus.

Business Tax Credits & Worker Paid Leave: Information from the IRS on federal paid leave for workers and tax credits for small and midsize businesses to swiftly recover the cost of providing Coronavirus-related leave.


Business Advisory Guidance

 
 
 
 
 
 
 
 

Coronavirus Small Business Loans: Three Options to Consider (April 13, 2020)

PPP Loans: Tips for Tracking for Forgiveness (April 8, 2020)

Coronavirus Stimulus Small Business Loans: FAQs for Business Owners (April 8, 2020)

Coronavirus Stimulus Small Business Loans: Your Next Steps (April 1, 2020)

Stimulus Bill Gives Small Businesses $377B in Loans to Retain Employees (March 30, 2020)

Leadership Tips for Business Owners: Plan, Manage Cash & Show Concern for Employees (March 24, 2020)

Actions to Take to Reduce the Coronavirus's Business Impact (March 16, 2020)

U.S. Department of Treasury - Assistance for Small Businesses

U.S. Chamber of Commerce - Coronavirus Emergency Loans: Small Business Guide & Checklist

BDO Preparing for the Business Impact of COVID-19: Concannon Miller is an independent member of the BDO Alliance. 

Pennsylvania/Lehigh Valley Financing Options: Coronavirus-related financing options from the Lehigh Valley Economic Development Corp.


Webinars

 

Webinar:  Close the Books on 2020 Right: PPP & Stimulus Updates, Healthcare Renewal Planning, and a Legal Review

Slides covering the latest information on PPP funds, the next stimulus, healthcare renewals, and important legal updates you need to know.

Webinar:  Nonprofits: Planning & Executing Now and Post Pandemic

Planning & Executing Now and Post Pandemic - Presented by Andrea Brady, CPA, CEPA and Cary Giacalone, CPA - slides regarding specific ideas and means for you and your organization to evaluate different scenarios and understanding the uncertainty factor as well as walking through the process (which continues to evolve) for the forgiveness of your PPP Loan (September 9, 2020)

 
Strategic Financial Planning Steps to Boost Business - Presented by Andrea Brady, CPA, CEPA and Andrew Desiderio, CPA - slides detailing how to anticipate and plan for recovery, preserve liquidity and grow by carefully monitoring and adjusting key financial areas, including expense, contracts and taking advantage of tax relief provisions. (June 29, 2020)
 
Webinar: PPP Loan Forgiveness, Calculations, Tools - steps to take for PPP loan forgiveness - including helpful tracking tools and calculations, health insurance cost saving strategies, and tips on avoiding workplace lawsuits (April 23, 2020)
 
PPP - Understanding Forgiveness - Presented by Lainie Smith, CPA, MST and Steve Bickert, CPA (Webinar)  - slides regarding steps to take for PPP loan forgiveness - including helpful tracking tools and calculations (April 23, 2020)
 

Webinar: The Cares Act and COVID-19: What Employers Need to Know

The CARES Act and COVID-19: What Employers Need to Know - Presented by Tony Deutsch, CPA, MST, CGMA (Webinar) - detailed slides regarding Key Tax Provisions for Businesses & Individuals (April 2, 2020)

The CARES Act and COVID-19: What Employers Need to Know - Presented by Lainie Smith, CPA, MST (Webinar) - detailed slides regarding "Paycheck Protection" Loans and other Employer Tax Credits (April 2, 2020) - Updated April 8, 2020


 

Small Business Administration (SBA)

 

SBA Makes Further Changes To PPP Rules in New FAQs (8-17-20)

SBA to Start Accepting PPP Loan Forgiveness Applications (7-29-20)

Paycheck Protection Program Loan Forgiveness Application (Rev 6-16-20)
     - Instructions for Paycheck Protection Program Loan Forgiveness Application (Rev 6-16-20)

Paycheck Protection Program EZ Loan Forgiveness Application (6-16-20)
     - Instructions for the Paycheck Protection Program EZ Loan Forgiveness Application (6-16-20)

Paycheck Protection Program (PPP) Eligible LendersTool to locate a nearby lender eligible to issue loan under the Paycheck Protection Program.

Paycheck Protection Program (PPP)  Borrower Application Form

Paycheck Protection Program: An SBA loan that helps businesses keep their workforce employed during the Coronavirus (COVID-19) crisis.

Small Business Loans: The U.S. Small Business Administration is offering up to $2 million in low-interest loans for small businesses negatively affected by the Coronavirus.


U.S. Department of Labor (DOL)

 

COVID-19 and the American Workplace: The Wage and Hour Division provides information on common issues employers and employees face when responding to COVID-19.

Families First Coronavirus Response Act: Questions and Answers

Employee Paid Leave Rights

Employer Paid Leave Requirements

Poster Requirements- Employer FAQ:

Poster - Non-Federal Employee Rights

Poster - Federal Employee Rights