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  • My question is not form specific. For California I don't knowhow to treat the expenses that are to be used to forgive PPP loan if the loan is not yet forgiven b...
    Max W
    Mar 02, 2021
  • This is for California specifically and Federal generally. PPP loan on books at 12-31-2020 and not yet forgiven. Loan is $300,000. California is not going to al...
    Max W
    2
    Mar 02, 2021
  • OK Thanks, That helps me see that the interest should now be considered investment interest. He did receive payment for his partnership interest and he did not ...
    Max W
    1
    Feb 23, 2021
  • The facts are as previously stated.
    Max W
    3
    Feb 23, 2021
  • My client bought into an existing insurance partnership which subsequently was bought out by a large firm. But my client still has about a half million dollar l...
    Max W
    5
    Feb 23, 2021
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