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
WEBINAR: PPP Loan Forgiveness Application: The Final Act?
In this webinar recording, Erica Horn and John Wurtenberger examine the Loan Forgiveness Application with additional emphasis on the FTE and salary and wage calculations and safe harbors, as well as discuss what is different than was expected.
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.
Finish your homework, but you don’t need to give back your PPP loan funds May 14
Additional guidance has been provided by the SBA and the Department of Treasury as we approach the "safe harbor" deadline for PPP loans.
Tax
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.
Finish your homework, but you don’t need to give back your PPP loan funds May 14
Additional guidance has been provided by the SBA and the Department of Treasury as we approach the "safe harbor" deadline for PPP loans.
Do you have questions about the Employee Retention Credit? The IRS has answers.
In a previous article, we discussed the employee retention credit, a refundable payroll tax credit designed to encourage employers to retain employees despite experiencing economic hardship related t [...]
Business
Safe Harbor for Retirement Plan Use of Electronic Media
The Department of Labor issued a final rule on May 21, 2020 that establishes a new voluntary safe harbor for retirement plan administrators who want to use electronic media as a default to furnish covered documents to covered individuals.
PODCAST: Steps You Should Take Before Reopening Your Doors
With the economy reopening and business restarts coming soon, David Bundy revisits past podcast episodes and discusses steps businesses can take before they reopen their doors.
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.
PODCAST: Technology Solutions to Make Your Company’s Future Last
Jason Miller and Polina Nikolova discuss cloud-based and collaboration technology solutions to make your company’s future last.
Audit & Assurance
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
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
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.
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.
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