Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Jay Sattler, CPA, MST, Managing Partner at Blum Shapiro, to help break down the loans and paycheck protection programs that are available to business owners through the COVID-19 Relief Bill.
Blum Shapiro is the largest regional certified public accounting (CPA) firm servicing businesses and nonprofits in Connecticut, Massachusetts, and Rhode Island. Their areas of expertise include tax, accounting, and audits.
Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.