Karli Olsen

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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

Employer Leave Donation

Giving Back: IRS Eases Ability to Set Up Employer Leave Donation Programs for COVID-19 Victims

By K·Coe Editorial | June 25, 2020
Reading Time: < 1 minuteIn response to the need to provide relief to victims of the COVID-19 pandemic, many employers are considering Employer Leave Donation programs. Under these programs, employees may elect to forgo vacation, sick, or personal leave in exchange for employer contributions to charitable organizations. The icing on the cake?  The IRS …

Read moreGiving Back: IRS Eases Ability to Set Up Employer Leave Donation Programs for COVID-19 Victims

Paycheck Protection Program

What You Need to Know Now and Later: Paycheck Protection Program Flexibility Act

By K·Coe Editorial | June 17, 2020
Reading Time: 3 minutesFor many businesses, it seems as though every time they blink there’s another Paycheck Protection Program (PPP) update to digest.  It’s a reality that accompanies the quick development and release of the Small Business Administration’s (SBA) program for economic relief due to COVID-19.  The need for updates soon becomes apparent …

Read moreWhat You Need to Know Now and Later: Paycheck Protection Program Flexibility Act

Missouri Bankers Association

Missouri Bankers Association Annual Convention Key Takeaways

By K·Coe Editorial | June 17, 2020
Reading Time: 3 minutesThe Missouri Bankers Association (MBA) held their 130th Annual Convention virtually this year; it was done well. We’ve attended this conference a number of times in the past to meet current and prospective clients, and to hear good speakers/industry experts talk about what’s going on in the industry. As the …

Read moreMissouri Bankers Association Annual Convention Key Takeaways

Loan Origination Fees

Guide to Community Bank Leverage Ratio: Should I or Shouldn’t I?

By K·Coe Editorial | June 12, 2020
Reading Time: 2 minutesStarting January 1, 2020, banks could elect to begin using the Community Bank Leverage Ratio (CBLR) or framework. Designed to simplify calculations for capital ratios on quarterly call reports, the CBLR ratio essentially uses total average assets, rather than the complicated calculation of risk-based total assets. A bank may opt-in …

Read moreGuide to Community Bank Leverage Ratio: Should I or Shouldn’t I?

Food, Beverage and Manufacturing Companies Face New Risks Due to COVID-19 Contagion

Food, Beverage and Manufacturing Companies Face New Risks Due to COVID-19 Contagion

By K·Coe Editorial | June 9, 2020
Reading Time: 2 minutesThe effects of the Coronavirus pandemic are far from over.  Though most Manufacturing Companies are in the midst of a gradual return to the workplace, they continue to face risks from further outbreaks. Supply chain partners, investors, and other stakeholders are watching carefully to ensure that when businesses do reopen, …

Read moreFood, Beverage and Manufacturing Companies Face New Risks Due to COVID-19 Contagion

Paycheck Protection Program

More PPP Forgiveness and Loan Review Procedures Released: Top Takeaways

By K·Coe Editorial | May 26, 2020
Reading Time: 3 minutesThe latest Interim Final Rule (IFR) on Paycheck Protection Program (PPP) Loan Forgiveness issued by the Small Business Administration (SBA) was released just before the holiday weekend.  Here, K·Coe advisors break down the high-level takeaways from the PPP forgiveness that offer some important clarifications for borrowers and lenders. Clarifications and …

Read moreMore PPP Forgiveness and Loan Review Procedures Released: Top Takeaways

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