Recent News
More PPP Loan Forgiveness Info Released
It feels like every other day there's new about the PPP loan followed by just as many questions about how to get it, manage it, or get forgiveness-ready with it. That's why we've stepped up our firm efforts to help business owners who are the most in need of support...
Using a Grantor Retained Annuity Trust for Wealthy Families
Wealthy families are stepping back and looking at the bigger picture of their finances and estate planning strategy as a result of the coronavirus pandemic. Some want to know if it's worth creating a grantor retained annuity trust to protect their interests and add a...
New Planning Options for IRAs
There’s no doubt that your retirement plan and your estate plan and tax strategy are all connected. Here at Stein Law LLC, we’ve been working with clients who need and want that across-the-board strategy for their entire financial picture. With so many changes...
Form Released for PPP Loan Forgiveness
A number of our clients and indeed many business owners around the country have filed for and already received PPP loan funds. Many of them have done so not just to protect their current employees, but to take advantage of the opportunity to get loan forgiveness. If...
Using Trusts in Georgia Estate Planning
Our dedicated Georgia estate planning corporate maintenance and tax strategy law firm guides individuals and business owners to select the right kind of planning opportunities for them. One of the most common vehicles for protecting your professional interests is a...
Should You Consider a C Corp Startup Strategy?
The success and viability of a C corp startup strategy for your Georgia business depends on several different assumptions and issues that should be discussed directly with your tax professional or tax lawyer. In many cases, the theoretical tax benefits that are...
Understanding PPP Loan Good Faith Certifications
The Small Business Administration has now released guidance on who they intend to audit when it comes to companies that applied for the Paycheck Protection Program. As announced on April 28th, the agency stated they would personally audit all PPP loan borrowers who...
What Are the Common Tax Pitfalls for Small Business Owners?
Small business owners have a responsibility to educate themselves about tax strategies and potential tax pitfalls. Engaging the services of an experienced tax strategy lawyer sooner rather than later increases the chances of being able to develop a comprehensive...
IRS Guidance on Deducting Expenses Paid For with PPP Loan
Can you deduct expenses from a Paycheck Protection Program Loan payment? That's the big question that many business owners who applied for a PPP loan were wondering until recently. Many business owners turned to the loan program in the hopes of protecting payroll and...