COVID-19 Resources
Our hearts go out to the individuals, businesses, and communities that have been affected by COVID-19 (coronavirus). Read the most up-to-date information on COVID-19’s effect on your business, taxes, and more.
Dean Dorton values our relationship with you, and we commit to staying connected with you and helping you through this unprecedented situation. If you have any questions, concerns or if there is anything we can do to help you at this time, please let your Dean Dorton engagement leader or Dean Dorton advisor know.
We wish you, your teams, and your loved ones all the very best.
SBA Loan Programs
Main Street Lending Program is now operational
The Main Street Lending Program is now fully operational. Eligible borrowers have access to a variety of loan options depending on whether they operate a for-profit or not-for-profit entity. Find the key terms for the Program here!
PPP loans – A very brief update
New Paycheck Protection Program loan information keeps coming. We have updates on the new loan forgiveness applications and when you can expect further guidance.
Paycheck Protection Program loan forgiveness: Help wanted?
Deciphering the application is hard, and calculating the appropriate forgiveness for your company based on the ever-changing guidance is harder. Let us help!
Further revisions to the Main Street Lending Program
Revisions announced by the Federal Reserve Board on June 8 introduce new terms meant to expand interest in the “soon-to-be available” loan facilities offered under the Main Street Lending Program.
Tax
Thank goodness more time – The Paycheck Protection Program Flexibility Act
The Paycheck Protection Program Flexibility Act is relatively short, but it contains several key changes to the terms of the Program, including loan forgiveness.
Paycheck Protection Program (PPP) Loan Forgiveness
With hundreds of questions under our belt, we think we know the Top Ten issues currently irritating borrowers about Paycheck Protection Program (PPP) loans and their forgiveness. Here are our thoughts on the Top Ten.
Drum roll, please … the PPP Loan Forgiveness Application!
The Small Business Administration released a Loan Forgiveness Application for Paycheck Protection Program (PPP) loans on May 15. It's believed the application could be the final word on forgiveness.
Accounting for COVID-19 Pandemic Relief Packages
Updated: 05/21/2020 Accounting considerations for COVID-19 relief packages, an in-depth breakdown.
Business
Single Audit Requirements for Provider Relief Funds
We have important information regarding single audit requirements for both non-for-profit and for-profit entities who have received and expended more than $750,000 in Provider Relief Funds through the CARES Act.
COVID-19 Environmental Risks for School Districts
As school districts prepare for the upcoming school year, new risks warrant attention due to the COVID-19 environment. Our team of experts have created a check-list that will help as you tackle an unpredictable school year.
Main Street Lending Program is now operational
The Main Street Lending Program is now fully operational. Eligible borrowers have access to a variety of loan options depending on whether they operate a for-profit or not-for-profit entity. Find the key terms for the Program here!
PPP loans – A very brief update
New Paycheck Protection Program loan information keeps coming. We have updates on the new loan forgiveness applications and when you can expect further guidance.
Audit & Assurance
Single Audit Requirements for Provider Relief Funds
We have important information regarding single audit requirements for both non-for-profit and for-profit entities who have received and expended more than $750,000 in Provider Relief Funds through the CARES Act.
Introducing GASB Statement No. 95
In response to the ongoing COVID-19 pandemic, the Governmental Accounting Standards Board issued this month Statement No. 95, Postponement of the Effective Dates of Certain Authoritative Guidance.
How to Manage Internal Audit Efforts During COVID-19
The challenges posed by the coronavirus (COVID-19) continue to grow and evolve with each passing day. Organizations require timely information and a sophisticated approach to manage the pandemic’s im [...]
Wealth & Estate Planning
Investment considerations in light of COVID-19
The effects of the COVID-19 pandemic have been significant, impacting in some way nearly every aspect of society. On the financial front, we have seen major upheaval to the economy, and we unfortunately saw a quick and steep decline in equity markets in mid-to-late March.
Wealth transfer planning strategies for the current time
While news about the pandemic and all the ways it is impacting us dominate our daily lives, those who give attention to the future may be able to find some attractive wealth transfer opportunities.
Recent Retirement Plan Changes Assist Individuals during COVID-19 Crisis
As most everyone knows by now, the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (“CARES Act” or the “Act”) recently signed into law provides an extensive relief package covering var [...]
Converting a Traditional IRA to a Roth IRA – Is now the right time?
COVID-19 has taken a significant toll on the stock market in recent weeks, and many taxpayers expect their overall income to be diminished in 2020. However, for the opportunistic investor, these chal [...]
Industries
Paycheck Protection Program (PPP) Loan Forgiveness
With hundreds of questions under our belt, we think we know the Top Ten issues currently irritating borrowers about Paycheck Protection Program (PPP) loans and their forgiveness. Here are our thoughts on the Top Ten.
Accounting for COVID-19 Pandemic Relief Packages – Higher Education
Updated: 05/21/2020 An in-depth breakdown of COVID-19 pandemic relief package accounting considerations customized for higher education institutions.
Accounting for COVID-19 Pandemic Relief Packages – Healthcare
Updated: 05/21/2020 An in-depth breakdown of COVID-19 pandemic relief package accounting considerations customized for healthcare organizations.
COVID-19 Virtual Roundtable: Impact on Community Hospitals
Adam Shewmaker, Director of Healthcare Consulting, held a virtual roundtable with CFOs of three community hospitals throughout the country to dive deeper into the COVID-19 pandemic's impact on their hospitals.
COVID-19 Solutions Team
Group Team Lead
David Bundy, CPA
President & CEO
Tax Services
Melissa Hicks, CPA
Director of Tax Services
Erica Horn, CPA, JD
Associate Director of Tax Services
Maddie Schueler, JD, LLM
Senior Tax Consultant
Human Resources
Kerri Schwaner, PHR
Director of Human Resources
Payroll and Accounting Services
Justin Hubbard, CPA, CGMA
Associate Director of Accounting & Financial Outsourcing
Information Technology and Business Continuity
Jason Miller
Director of Business Consulting
Cybersecurity
Gui Cozzi
Cybersecurity Practice Lead
Accounting and Reporting Matters
John Wurtenberger, CPA
Director of Assurance Services
Corporate Financing, Structuring, and Strategy
Please contact your tax advisor for questions related to corporate financing, structuring, and strategy.
Individual Wealth Management and Business Retirement Plans
David Parks, CPA/ABV
Senior Wealth Advisor
Dean Dorton Wealth Management
Matt Parks, CPA
Wealth Advisor
Dean Dorton Wealth Management