fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

As A Business Owner, What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?

Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Become a Member
View Sample
Interactive Checklist Created with Sketch.

With recent legislation to help small businesses deal with the impact of the coronavirus pandemic, it has become very confusing to keep all the eligibility rules straight and the types of relief small business owners can receive.  This checklist covers the following key planning points related to:

  • Eligibility issues for PPP and EIDL programs
  • The types of relief qualifying business owners can receive from various programs.
  • How loan forgiveness works
  • The extent to which these programs work in conjunction with each other
  • Key points of the Employee Retention Credit 
  • Key points of payroll tax deferral

The purpose of this checklist is to provide a high-level overview of the major financial planning points that advisors are discussing with their small business owner clients. We will continue to update this checklist as further guidance is provided.

 

Updated: 4/6/2020

Get Instant Access and Navigate The Growing Complexity of Financial Planning.

Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
Become a Member See a Sample

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.