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FINANCIAL PLANNING AND RETIREMENT PLAN CONSIDERATIONS DURING A PANDEMIC

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TheWrap
The Wrap
FINANCIAL PLANNING AND RETIREMENT PLAN CONSIDERATIONS DURING A PANDEMIC
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COVID-19 has created many questions for investors, retirement plan sponsors and anyone looking to maintain financial stability. What does COVID-19 mean for long-term and immediate financial success for individuals? What does it mean for business owners who are charged with guiding their organizations as a trusted employer? How can you best move forward with financial planning when the future is so uncertain?

In this special edition episode of The Wrap, Joseph McNair, CFP®, JD, CPA and Jonathan Osborne, QKA join our hosts to discuss which financial planning and retirement plan considerations should be top of mind for businesses and individuals to create financial stability in this turbulent season.

Discussion within this podcast episode includes:

  • Responding to volatility in the economy
  • How COVID-19 and related legislation impacts retirement plan sponsors
  • Precautions employers should take when it comes to retirement plan provisions in recent legislation
  • Steps employers and individuals can take to position themselves for financial success

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

PPP LOAN FORGIVENESS

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TheWrap
The Wrap
PPP LOAN FORGIVENESS
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As many companies begin to receive funding as part of the Paycheck Protection Program, businesses are turning their attention from navigating the application process to allocating their own use of the funds and understanding loan forgiveness.

In this episode of The Wrap, Adam West, CPA and David Crabtree, CPA join our hosts to discuss what companies can do to gain an accurate understanding of the provisions in the PPP and the steps to take to maximize their loan forgiveness.

Discussion in this podcast episode includes:

  • Which expenses are eligible for loan forgiveness and which aren’t
  • Tips for keeping records so that you have the right documentation for loan forgiveness
  • Guidance for financial statements and what loan forgiveness means for you company’s taxes
  • How loan forgiveness will be calculated

Click here to read more about Accounting for PPP Loan Activity

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

HUMAN CAPITAL AND EMPLOYEE MATTERS

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TheWrap
The Wrap
HUMAN CAPITAL AND EMPLOYEE MATTERS
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Companies are facing a wide array of challenges in the COVID-19 pandemic, especially when it comes to employee matters. Some are considering reducing their workforces, while others are striving to increase them.

In this special edition episode of The Wrap, David Salters, CSP, TSC, Director of Sales and Operations for Warren Averett Staffing & Recruiting, and Kelly Cochran, Warren Averett’s Director of Human Resources, join our hosts to discuss how companies can best make decisions impacting their team members and the most important things to consider when it comes to their employees.

This podcast episode includes discussion about:

  • Options for employers to minimize the impact of reducing pay or schedules
  • Tips for communicating difficult news about furloughs or layoffs to your employees
  • Considerations for employers seeking to maintain benefits for employees who aren’t working or who are working on a reduced schedule
  • Things to keep in mind when you company begins to re-recruit and rehire after furloughs or layoffs
  • Considerations for companies looking to retain and reward essential employees during the COVID-19 pandemic

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

COST CONTAINMENT

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TheWrap
The Wrap
COST CONTAINMENT
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In this special edition episode of The Wrap, Hanny Akl CPA, CFE, CEPA, CVGA, a Member of Warren Averett and the Firm’s Transaction Advisory Services Practice Leader, and Roger Spain, CPA, CFA, a Principal in Warren Averett’s Outsourced CFO practice, re-join our hosts to discuss how businesses can contain costs in this financially stressful season. Our guests bring actionable ideas and advice for reducing spending and discuss important considerations for businesses looking to cut costs.

This podcast episode features discussion about:

  • How companies should approach cost containment during the COVID-19 pandemic
  • Considerations for slowing your business’s cash burn rate
  • How to best evaluate where your business can cut costs
  • Considerations for reducing spending, including reducing labor costs
  • Adapting your approach to your revenue stream

Click here to download Rolling Cash Flow Calculator and Waste Audit Worksheet as additional helpful tools when reviewing cost containment

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

THE CARES ACT AND OTHER LEGISLATIVE RELIEF FOR BUSINESSES

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TheWrap
The Wrap
THE CARES ACT AND OTHER LEGISLATIVE RELIEF FOR BUSINESSES
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The COVID-19 global pandemic has had wide-reaching impacts in almost every facet of operations for businesses. Many companies are facing challenges today that weren’t even in their wildest dreams a few months ago. Business leaders are facing difficult decisions about the futures of their finances, operations and employees.

Recent legislation from the federal government has been designed to help businesses stay afloat, promote the health and safety of employees and retain their team members, but what does that mean in the face of the immediate challenges companies are facing? What relief is offered? How do you find it?

In this special edition episode of The Wrap, Warren Averett advisors Will Aderholt, CPA and Adam West, CPA, join our hosts to discuss how businesses can stay financially healthy as much as they can during a global pandemic.

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

WHAT DOES COVID-19 MEAN FOR INVESTORS IN TODAY’S MARKET?

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TheWrap
The Wrap
WHAT DOES COVID-19 MEAN FOR INVESTORS IN TODAY’S MARKET?
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In this episode of The Wrap, Paul calls for an unscheduled podcast episode to bring in John Cox, CFA, CAIA, the Chief Investment Officer at Warren Averett Asset Management, to discuss the COVID-19 pandemic and what it means for investors.

The discussion in the podcast episode includes:

  • Economic ramifications of COVID-19 that investors should be aware of
  • How COVID-19 compares to other health concerns when it comes to the markets
  • How different industries have adapted to changes in the marketplace
  • What the Federal Reserve has done to help the economy

Access The Wrap’s other special edition podcast episode about considerations for businesses responding to COVID-19.

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

Disclosure

UNDERSTANDING BUSINESS IMPACT FROM A GLOBAL PANDEMIC

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TheWrap
The Wrap
UNDERSTANDING BUSINESS IMPACT FROM A GLOBAL PANDEMIC
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In this episode of The Wrap, Paul and Kim summon an unscheduled podcast recording to discuss the challenges that companies are facing as a result of the novel coronavirus pandemic across the globe and what they should do to adequately respond.

This podcast episode covers consideration for:

  • How business should be forecasting their financial futures
  • Evaluating your supply chain
  • Business continuity or disaster recovery plans
  • Paid time off and sick leave offered to employees

Will Aderholt, CPA of Warren Averett and Brownlee Currey of Currey & Company join The Wrap to weigh in on the factors that matter most to businesses in light of COVID-19.

Access The Wrap’s other special edition podcast episode about how COVID-19 is impacting the markets and investors. 

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

THE BEST LAID [RETIREMENT] PLANS (WHAT BUSINESSES SHOULD KNOW ABOUT OFFERING EMPLOYEE BENEFIT PLANS)

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TheWrap
The Wrap
THE BEST LAID [RETIREMENT] PLANS (WHAT BUSINESSES SHOULD KNOW ABOUT OFFERING EMPLOYEE BENEFIT PLANS)
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Employee benefit plans can be complicated.

If you read the sentence above and you’re still with us, we’re guessing that you’re probably one of the business leaders who understands their importance, even despite the complexities. (Well done!)

It’s true that offering retirement plans to your business’s employees comes with costs, responsibilities, and the task of adding new words and acronyms to your vocabulary, but is it worth it? Do businesses really need to offer benefit plans? Where should a company even start?

In this episode of The Wrap, our hosts talk to retirement plan experts Steven Causey, CPA, AIF and Kyle Bonds, ERPA, QPA, QKA about the fundamentals that businesses should know about offering a retirement plan to their employees.

After listening to this podcast episode, you’ll be able to:

Be familiar with the main types of retirement plans
Know what costs come along with offering a retirement plan to your employees
Understand your business’s responsibility when it comes to the retirement plan your business offers
Have a basic understanding of the aspects of the SECURE Act and how it impacts retirement plans
Click here for more Resources.

MAKING DEALS WITH A GRAIN OF SALT (STATE AND LOCAL TAX CONSIDERATIONS FOR BUYING AND SELLING BUSINESSES)

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TheWrap
The Wrap
MAKING DEALS WITH A GRAIN OF SALT (STATE AND LOCAL TAX CONSIDERATIONS FOR BUYING AND SELLING BUSINESSES)
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Considering the proper aspects of state and local tax implications is an important piece of the due diligence strategy for anyone looking to sell or acquire a business.

But, state and local tax matters can get complex quickly based on a company’s footprint, where it is operating and the details of the transaction. What should you know in order to minimize your tax burden and be sure your company is in compliance with relevant regulations?

In this episode of The Wrap, state and local tax (SALT) experts Reba Pennington, CMI and Colleen Aldridge, CPA join Kim and Paul to discuss what businesses should consider when it comes to SALT when they’re looking to buy or sell.

After listening to this podcast episode, you’ll be able to:

  • Know what due diligence is and why it matters for your business’s state and local taxes
  • Prepare your business for a potential sale when it comes to state and local taxes
  • Identify important areas of state and local tax to consider when buying a business
  • Keep an eye out for post-transaction state and local tax issues
  • Consider important factors that can help you structure a deal in a way that can minimize your taxes

Click here for more Resources.

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