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Karli Olsen, CPA is a proactive leader in tax and accounting advisory to create efficiencies, profitability, and optimized tax structure for businesses.
Recent Insights
Guidance for Correct DOEP Procedures Post M&A
Reading Time: 3 minutesBy: Heather Campbell, CIA Many banks seek guidance for what happens to the Designation of Exempt Person (DOEP) forms following mergers/acquisitions (M&A). Compiled below are some tidbits of information to help decide upon what needs to be done with regards to the bank’s Bank Secrecy Act (BSA)/Anti-money Laundering (AML) procedures …
Summary of New SBA Forgiveness FAQs
Reading Time: 4 minutesIn response to questions and requests for clarification surrounding Paycheck Payment Program (PPP) Loan Forgiveness, the Small Business Administration (SBA) released ten pages of Frequently Asked Questions (FAQs) on August 4, 2020. Below, K·Coe advisors have provided a summary of key takeaways for businesses relating to FAQs around Payroll Costs …
As Good As It Gets for Estate Planning: Why Time is Money
Reading Time: 2 minutesWhile the unsettling times are forcing businesses to rethink strategy, business advisors are steadfast surrounding one key advantage for owners that should not be overlooked: Estate Planning. Save the yawns, as the numbers promise to deliver on your bottom line. “This is the best environment for estate planning that we’ve …
Read moreAs Good As It Gets for Estate Planning: Why Time is Money
Combat COVID: How to Move Business Forward During Disruption
Reading Time: 2 minutesBy Jeanne Bernick Next month I’ll join my counterparts from around the country in the K·Coe PRO Summit, a virtual conference designed to help businesses manage operations and navigate disruption and impacts during the COVID-19 pandemic and economic crisis. Our business advisors are on the front lines of hearing concerns, …
Read moreCombat COVID: How to Move Business Forward During Disruption
SBA Paycheck Protection Program Application Deadline Extended
Reading Time: < 1 minuteAs the original June 30 deadline passed for small businesses to apply for the Small Business Administration’s (SBA) Paycheck Protection Program (PPP), the Senate and House worked quickly to unanimously pass an extension proposal. This past Saturday, President Trump signed the extension allowing businesses to apply for assistance through August …
Read moreSBA Paycheck Protection Program Application Deadline Extended
KCoe Isom Deepens Food & Ag Advisory with Expanded Offerings and New Global Footprint
Reading Time: 3 minutesJuly 1, 2020 – K·Coe Isom, the nation’s leading accounting and consulting firm for food and ag businesses, announced today the founding of an agriculture-focused advisory team, Pinion Advisory, to serve agriculture businesses throughout the U.S. and Australia’s global footprint. The Pinion advisory model, Pinion FIRST, will focus on five …
Read moreKCoe Isom Deepens Food & Ag Advisory with Expanded Offerings and New Global Footprint
As part of KCoe’s exclusive Pinion Advisory division, our robust solutions are part of a unique service portfolio that offers universal and pragmatic perspectives for overcoming challenges that you face.
