Exton
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RKL Examines U.S. Merger & Acquisition Activity, Offers Tips to Buyers, Sellers in New Report
The COVID-19 pandemic has wreaked havoc on daily life and the economy. Similarly, it has had a major impact on merger and acquisition (M&A) activity in 2020. The Transaction Advisory Services team at local professional services firm RKL published a U.S. M&A Market Update to shed light on M&A trends across the nation and provide…
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Why It’s Time to Reassess Your Business Cost Structure
The coronavirus pandemic essentially served as a real-world stress test for organizations, and it remains an unpredictable force in our society. Whether your company adjusted to a painful new reality, pivoted to new products and services, or experienced a surge in demand, all organizations should evaluate their ongoing response and pinpoint what worked, what didn’t,…
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Brumbaugh Wealth Management Announces Strategic Partnership with Bala Cynwyd-Based RIA
Brumbaugh Wealth Management, an independent financial services firm based in Exton with a satellite office in Berwyn, has partnered with Carson Choice Retirement Solutions in Bala Cynwyd. Founder and president Rick Carson has been in the financial services industry for 30 years, working with both employers and employees in providing employer-sponsored retirement plans and employee…
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Employers: Are You Claiming All Your COVID-19 Tax Credits? RKL Can Help
Between the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief and Economic Security (CARES) Act, there are a number of tax credits available to provide support and assistance to employers during the pandemic. Each credit comes with its own set of eligibility requirements, wage and leave tracking, and reporting protocol, which employers…
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For Socially Responsible Investors, Brumbaugh Wealth Management Now Offering ESG Options
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define…
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How to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you may be able to put the tax code to work for you. A good…
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Is Your Company Ready to Emerge from COVID-19? RKL Offers To-Dos and Tips for Successful Recovery Planning
The future is coming and companies need to be ready. While no one can fully predict the new normal, a corporate recovery plan is the best way to rally a workforce and streamline operations as a company emerges from the crisis. The team of operations experts and business strategists at professional services firm RKL LLP…
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RKL Addresses Knowns and Unknowns of New PPP Loan Forgiveness Application
The Small Business Administration issued a Loan Forgiveness Application on May 15, intended to help borrowers more definitively calculate how much of their Paycheck Protection Program (PPP) loan will be forgiven. The application offers clarity in a several areas, but it is not comprehensive in scope and some key questions remain unanswered. The team of…
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The Ivory Tower Changes Wall Street
For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of prices. Success has been elusive. But thanks to the work of three American economists, we operate today with a better understanding than prior generations of what determines an asset’s price. For their work,…
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RKL Gives Employers Tips on Proper Administration of Bonuses for COVID-19 Service
Now more than ever, employers are looking for creative ways to acknowledge the hard work and resilience employees have demonstrated in these unprecedented times. Bonuses, extra pay, and non-cash rewards can be excellent motivators to improve employee engagement and productivity. Employers must be mindful of potential administrative concerns and execute properly to remain compliant with…
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CARES Act Analysis from RKL: Business Income Tax Implications and Planning Opportunities
The largest federal stimulus bill in U.S. history – the Coronavirus Aid, Relief and Economic Security (CARES) Act – was signed into law on March 27, triggering $2.2 trillion in spending and relief measures for businesses and families grappling with the impact of coronavirus on their livelihoods and bottom lines. In its latest installment of…
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Emergency Paid Leave, Staffing Decisions, and More: RKL Helps Employers Navigate COVID-19 Challenges
The coronavirus pandemic has introduced a raft of new challenges for regional employers. From implementing new emergency paid leave programs to assessing operations, many organizations find themselves in uncharted waters. The Human Capital Management (HCM) team at professional services firm RKL LLP has been on the front lines with employers, helping them protect their most…
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CARES Act Analysis from RKL: Learn the Impact on Families, Small Businesses, and Employers
The largest federal stimulus bill in U.S. history – the Coronavirus Aid, Relief, and Economic Security (CARES) Act – was signed into law on March 27, triggering $2.2 trillion in spending and relief measures for businesses and families grappling with the impact of coronavirus on their livelihoods and bottom lines. Professional services firm RKL LLP…
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Brumbaugh Wealth Management Presents ‘A Market Discussion with Kim’ on Thursday
Kimberly J. Brumbaugh, LUTCF, Founder and CEO of Brumbaugh Wealth Management, will present a market discussion on April 2 from 8:30-9:30 AM. Readers of VISTA Today are cordially invited to participate in the conference call as Brumbaugh discusses recent market declines, clarifying what’s happened, and shares her insights for the outlook and things to consider…
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RKL Advisors Examine Coronavirus Stimulus Bill in New Webinar Recording Available Now
In the latest installment of its weekly webinar series, Coronavirus and Its Impact on People, Process and Profits, professional services firm RKL LLP examined the coronavirus stimulus package. At the time of the webinar recording on Friday, March 27 at 11 AM EST, the Senate had approved the Coronavirus Aid, Relief and Economic Security (CARES)…
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RKL Reports the Latest PA Extensions for Tax and Reporting Deadlines, Procedures
Pennsylvania followed the federal government’s lead, announcing on March 21 that the due date for filing PA individual income tax returns and making corresponding payments has been extended until July 15. That’s not the only deadline extended in light of the coronavirus crisis. Below, professional services firm RKL LLP rounds up notable state tax and…
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RKL Alerts Lenders, Borrowers to Eased Accounting Rules for Loan Modifications in Response to COVID-19
Financial institutions now have greater ability to accommodate and provide support to borrowers affected by COVID-19, thanks to an Interagency Statement released Sunday evening, March 22, 2020. This guidance gives financial institutions a clearer view of how to help borrowers, as many consider short-term loan modification programs to support members and customers in this time…
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RKL Launches Coronavirus Resource Center, Webinar Series to Help Employers Navigate Pandemic Impact
As more coronavirus mitigation strategies continue to take effect, businesses and organizations are left wondering what it all means for their operations, their workforces, and their bottom lines. To help local organizations navigate these fast-changing and complex issues, professional services firm RKL LLP launched a weekly webinar series, “Coronavirus and Its Impact on People, Process…
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