
Just Released New SBA Regulations for Self-Employed Individuals and Commentary on PPP bill passed by the U.S. Senate.
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CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. To make sense of it all join Bob Keebler in his exclusive 60-minute review of New Regulations to compute PPP loans and forgiveness for self-employed and partners
- New Regulations to compute PPP loans and forgiveness for the self-employed
- The interaction between the PPP and EIDL loan programs
- The brand-new SBA PPP loan application, including foot faults clients and advisors need to watch for when they apply
- What the PPP certification really means
- Computing the maximum loan amount
- Forgivable uses of loan proceeds and examples of the new 75% payroll test
- The new mathematical formulas driving the reduction in forgivable amounts for reducing employee headcount or payroll
- Reduction Formula examples
- Re-hiring employees to capture forgiveness
- Basic loan terms and the 1% interest rate
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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