All Posts by Matt Meuli

About the Author

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

May 18

An Exit Strategy Enhances Your Business (and Legacy) Building

By Matt Meuli

Exiting your business isn’t a decision to be made lightly. It may have been something you were considering before the COVID-19 pandemic hit, or it could have been something that you’ve had to reckon with because of shelter-in-place orders. Maybe your business had already been struggling, and you’ve had to come to terms with your […]

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May 11

PPP Loan Forgiveness and Tax Consequences

By Matt Meuli

Now that many business owners are starting to see Paycheck Protection Program (PPP) approvals and funds hit their bank accounts, you may be wondering how to ensure the loan is forgiven and what the tax consequences will be. We’ve got some of your answers. First of all, let’s talk taxes. Last week, some business owners were surprised […]

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