Listen in as Nicole Albrecht & Rob Britton discuss the latest guidance released about the Paycheck Protection Program (PPP) loan and how it can be used!
In this video you’ll learn:
• When you should start tracking and using the money
• What is considered a non-payroll cost
• What you need to use the loan for home office expenses
• The planning that is necessary to get PPP loan forgiveness
• What is the alternative payroll cover period?
• Form 3508 – what information needs to be provided
Steve Hamilton is an enrolled agent (EA) and has an MBA from Indiana University – South Bend. He has over 20 years of experience in operations management, budgeting and financial planning. Steve has over 12 years of experience in preparing individual income tax returns. He and his wife moved to southern California in 2003. They have a son, daughter-in-law and two grandchildren living in Seattle and another son living in the Washington, DC area.
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Nicole Albrecht is a managing partner of Financial Accounting Services and an Investment Advisor Representative of Reason Financial. Nicole has assisted businesses, individuals and families for over 16 years with their tax and accounting needs. She is enrolled to practice before the Internal Revenue Service (Enrolled Agent/EA) and is a Certified Tax Coach.
Nicole is an active participant in the community. Nicole was awarded Temecula Citizen of the year in 2012 and Volunteer of the year for 2013. She is actively serving on the Boards the Murrieta Chamber of Commerce, is Past-Chairwoman of Women’s Peer Connection and actively leads a Financial Peace 9 week course to help community members get out of debt and start saving. Financial Guru, Dave Ramsey, has endorsed Nicole Albrecht as Temecula Valley’s #1 tax expert.
Mrs. Brittany Lopez is the Administrative Assistant as well as the Executive Assistant to Fred Karma. She assists Fred by preparing necessary documentation, scheduling appointments, and assisting with client needs to facilitate the completion of tax returns. She currently resides in Menifee with her husband.
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Matthew J. Anderson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.
Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate. He also attended a semester abroad at Oxford University on a scholarship.
Prior to partnering with Reason Financial: A Rawdin-Baron Financial Company, Matt was the Senior Advisor of Wealth Management Consulting at 1st Global where he provided CPAs and financial advisors with comprehensive financial planning advice and strategies. Matt was also previously an advisor for an Independent RIA specializing in wealth management for CPA firms as well as a Consultant with TD Ameritrade, assisting individual and business owner clients with financial planning strategies. His professional experience and passion for the industry also led Matt to become a professor at the University of California San Diego, teaching a course on investments, which was certified as a CFP® board exam education course. He has passed the FINRA Series 7 General Securities Representative, Series 24 General Securities Principal and Series 66 Uniform Combined State Law Exams. He is also licensed in Life/Health.
Nathan Camara is the payroll specialist and in-house bookkeeper. He is responsible for maintaining client records to ensure easy integration with tax returns for great tax plan opportunities. He also is responsible for processing payroll and ensuring payroll tax payments and payroll tax returns are filed accurately and timely. He currently resides in Murrieta with his Fiancé.
Mrs. Vicky Assadourian is the office administrative manager at Financial Accounting Services. She assists the FAS team by gathering and preparing necessary documentation from the clients to facilitate the completion of tax returns, as well as IRS audits and written correspondence. Vicky proactively helps the team with their personal development by holding goal meetings and acting as an accountability partner when needed. Vicky is always willing to help team members grow, professionally and personally. Among her critical roles, Vicky is also a licensed with CTEC as a Tax Preparer and a Certified QuickBooks Pro-Advisor®. Vicky currently resides in Menifee, California with her husband and two sons.
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