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Using the Payroll Protection Program of the CARES Act



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Recording and Slides are Available Here


BREAKING NEWS: The Small Business Administration just released Payroll Protection Program regulations Thursday night. Bob and Marty will cover this new guidance so you have the latest information to share with clients who are applying for PPP loans.

The most important aspect of the $2.2 Trillion “CARES Act” for the overwhelming majority of small businesses will be the Payroll Protection Program. Structured as an income tax-free forgivable loan, the Payroll Protection Program will provide an enormous backstop to the nation’s small businesses during this uncertain time. To learn how to help your client’s best use the program, join Bob Keebler and Martin Shenkman in their exclusive LISI Webinar where they will discuss the folowing planning considerations all advisors must know about:

  • The PPP Regulations issued by the SBA Thursday night
  • Computing the maximum loan amount
  • Forgivable uses of loan proceeds
  • Review and understand the brand new SBA PPP loan application
  • Reduction in forgivable amount for reducing employee headcount or payroll
  • Re-hiring employees to capture forgiveness
  • Basic loan terms
  • Taxability of cancellation of debt (COD)
  • Interaction with other SBA disaster loan programs
  • Interaction the employee retention tax credit and payroll tax deferral in the CARES act
  • Interaction with the payroll tax credit to for employee sick leave in the Families First Coronavirus Response Act


There will be no CE for this webinar


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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