Eric Meisner
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...
PPP Loan Updates: What Clients Should Know and Do Now
There have been some changes made to the PPP loan information we shared on June 3, 2020. Below is what we now know as of January 13, 2021. Timing Community financial institutions that service minority and women-owned businesses will be able to make loans to first-time...
Maximizing PPP Loan Forgiveness – Flexibility Act Updates: What Clients Should Know and Do Now
As a service to our clients, we have been keeping a close watch on the Paycheck Protection Program (PPP) and the recent amendments put in place with the signing of the Flexibility Act. Below is a summary of the most recent updates that have taken place, and what they...