Correctly choosing between a partnership or an S Corp when forming your business will provide maximized tax savings and legal protection. Jo Ann Koontz (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) explore the details of each entity and help you choose which is right based on your type of business.

Jo Ann Koontz and Jackie Durham talk documentary stamp tax. What are doc stamps? Why do they exist in Florida? Can they be avoided? Learning about documentary stamp tax will help you prepare for your next real estate transaction. Don't be caught off guard and don't don't try to run. Instead, be informed and prepared to include them in your closing costs.

John Seiffer, CEO Bootcamp, introduces the Buyer's Journey of a customer to help you identify how you should engage with your next customer. Watch this video to learn what questions to ask about your sales process, how to create personas and the steps to get new customers in the sales cycle of the Buyer's Journey.

Jo Ann Koontz and Jackie Durham host attorney Whitney Harper (ADVOS Legal) to talk about the difference between independent contractors and employees. Misclassifying your employees and contractors will likely cause legal and tax issues for your business. Listen to Jo Ann, Jackie and Whitney discuss why many business owners will run into trouble and how they can fix issues with the treatment of their employees and independent contractors.

Marina Parkin (Koontz & Parkin, CPAs) and Jackie Durham (Koontz & Associates, PL) discuss the details and importance of your due diligence when purchasing a business. Make sure the details and numbers of the business you're buying are sound so that you start off on the right foot as a business owner. Are you buying the assets of a business or the stock of a business? How will you form your new entity? What is your tax obligation when buying the business? How will you compensate yourself and employees after the purchase?

Marina Parkin (Koontz & Parkin, CPAs), Jo Ann Koontz and Jackie Durham (Koontz & Associates, PL) explain the why, when and how of moving from sole proprietorship to an S-Corp. Creating your legal entity and S-Corp election will have substantial tax benefits and legal protection for your business. Watch these steps you need to take to enjoy the tax benefits and avoid disappointment when issues arise for not having your S-Corp established.

John Seiffer, CEO Bootcamp, joins Jo Ann Koontz (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) to teach you how to think like a CEO. If you can think like a CEO, you'll be able to see the value you provide as your customer defines it, separate yourself from your business and take advantage of CEO time.

Jo Ann Koontz and Jackie Durham (Koontz & Associates, LP) outline the legal aspects of buying a business. The purchase of a business is an exciting moment, however the complexities of contract agreements can result in costly oversight if not sorted from the beginning. Jo Ann and Jackie describe many of the complexities you will inevitably encounter when purchasing or selling a business.

Jo Ann Koontz, Jackie Durham and Marina Parkin present updates on PPP and EIDL loans for borrowers. The timing of your forgiveness application will impact your taxes this year and next. Listen to these updates and regulation changes to boost your confidence and accuracy when filing for forgiveness and filing for your taxes.

Signing a commercial lease for your business? Allowing a real estate attorney to review the details of your lease can save you from heartbreak during the term of your lease. An attorney may also suggest edits to the lease that can be in your favor financially. Jo Ann Koontz, Jackie Durham (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) discuss issues our firm has experienced while explaining how these situations could have been prevented.

Jo Ann Koontz, Jackie Durham (Koontz & Associates, PL) and Marina Parkin (Koontz & Parkin, CPAs) talk about very common problems businesses face when forming a company. Learning about these issues now can save you, your partners and your business from legal trouble in the future. Has your business been formed correctly?

Jo Ann Koontz and Jackie Durham (Koontz Associates, PL) discuss the importance of title insurance. Title insurance protects the buyer from unseen problems with property and more.

Jo Ann Koontz (Koontz & Associates, PL) and Whitney Harper (ADVOS Legal) discuss the strategy behind moving your business forward during COVID-19. When unexpected situations effect your business, there are actions that can be taken to embrace opportunity and grow your business. Jo Ann and Whitney discuss how changing management technique and seeing eye-to-eye with employees can increase productivity and efficiency.

Marina Parkin (Koontz & Parkin, CPAs) and Jackie Durham (Koontz & Associates, PL) provide an in depth example of completing the PPP forgiveness application long form. This deep dive covers payroll costs, non-payroll costs, calculating employee compensation for wages, additional expenses and more.

Jo Ann Koontz, Jackie Durham and Marina Parkin provide examples of completing the PPP Loan Forgiveness Application Form 3508EZ (EZ Form). These examples will be focused for Realtors®, Schedule C filers and self employed individuals.

Marina Parkin (Koontz & Parkin, CPAs) and Jackie Durham (Koontz & Associates, PL) discuss the new EZ forgiveness application, regulation updates for forgiveness, choosing your loan cover period and whether you should apply before the deadline.

Jo Ann Koontz, PL and Marina Parkin, CPA talk with professional business coach John Seiffer, CEO Bootcamp. A long term and unexpected event like the coronavirus will put stress on a business. John presents the importance of scenario planning and process development for alleviating and reversing the effects of the pandemic on your business.

Marina Parkin (Koontz & Parkin, CPAs) and Jackie Durham (Koontz & Associates, PL) discuss the latest updates to PPP and EIDL loans including the PPP Flexibility Act modifications, newly available EIDL funds and how the changes to these relief opportunities can impact your business.

Jo Ann Koontz, Marina Parkin and Jacqueline Durham discuss the recent changes to the Cares Act in regards to the extended cover period, payment deferral, forgiveness application and more.

Deciding to refinance a mortgage is a complex and process unique to each borrower. Jo Ann Koontz discusses how and when to refinance, the importance to consult with your team of professionals, and what the process of refinancing a mortgage in 2020 looks like.

Jo Ann Koontz, Marina Parkin and Jackie Durham discuss recent legislation (Paycheck Protection Program Flexibility Act), updated comparison between PPP and EIDL, and your questions about PPP.

On Thursday, May 28th we discussed the latest Paycheck Protection Program regulations on how borrowers can seek forgiveness for payroll costs, loan forgiveness caps, salary/wages and commission payments for furloughed employees, non-payroll costs and more.

On Thursday May 21st, Koontz & Associates, PL and Koontz & Parkin, CPAs discussed the Paycheck Protection Program with Kathy Collums, SVP of Sabal Palm Bank, giving us a unique banking perspective. Use the timestamps below to jump to topics of interest.

Jo Ann Koontz, Marina Parkin and Jackie Durham answer frequently asked questions about SBA relief loans, PPP and EIDL.

Koontz & Associates, PL & Koontz & Parkin, CPAs discuss their perspective on PPP through their clients' experiences, loan forgiveness and other frequently asked questions about PPP.

On April 30, 2020 Koontz & Associates, PL & Koontz & Parkin, CPAs tackled the new guidance on who should be receiving PPP loans, what factors to consider when determining good faith certification and loan forgiveness.

Update on PPP and EIDL Loan, Schedule C and S Corporations.

Updates and latest information about the relief programs for individuals and small businesses.

This webinar will provide you with an update on the PPP & EIDL Loans.