Avatar Avatar
Avatar

MAXIMIZING PPP LOAN FORGIVENESS AFTER THE NEW SBA INTERIM FINAL RULES ISSUED MAY 22ND - TIPS, TRICKS AND STRATEGIES FOR CPAS, LAW FIRMS AND OTHER ADVISORS TO SURVIVE AND THRIVE DURING THIS CRISIS. INCLUDES 30 MINUTES OF QUESTIONS AND ANSWERS.



Watch Now!
Recording and Slides are Available Here


MAXIMIZING PPP LOAN FORGIVENESS AFTER THE NEW SBA INTERIM FINAL RULES ISSUED MAY 22ND - TIPS, TRICKS AND STRATEGIES FOR CPAS, LAW FIRMS AND OTHER ADVISORS TO SURVIVE AND THRIVE DURING THIS CRISIS.  INCLUDES 30 MINUTES OF QUESTIONS AND ANSWERS.

 

On Friday May 22nd the SBA issued 45 pages of new Interim Final Rules which provide further guidance and clarity on what expenses can be included for purposes of loan and what the relative responsibilities of banks, borrowers and the SBA will be for the 60 days following the close of the 8 week covered period, which is quickly approaching for a great many borrowers.

 

Join Alan S Gassman, Brandon Ketron and Kevin Cameron, CPA for a 90 minute review of where we are now with respect to PPP

loan, and how the new Interim Final Rules, Loan Forgiveness Application and Instructions thereto impact planning, and how spreadsheets and calculations should be modified as a result thereof.  This will be followed by 30 minutes of questions and answers posed by the attendees and others.

 

Topics covered will include the following:

 

1. Discussion of the cap on owner compensation for ALL businesses, and how bonuses, hazard pay, and employee wage or salary reduction calculations will work under these rules, which are now firm and understandable.

 

2.  How to plan for deferring the payment of rent and utilities until the 8 week period.

 

3.  Whether to increase rent and interest to fair market value, and what ""incurred"" or ""in force"" before February 15 2020 means.

 

4.  Lender responsibilities and perils to determine loan forgiveness, and the SBA's administration and audit plans.

 

5.  What expenses can be prepaid for forgiveness credit during the 8 weeks.

 

6.  Spreadsheet changes and strategies for CPA firms to thrive and survive during this crisis.    

 

7.  What questions still remain.

 

8. AND MUCH MORE!   



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)

Forgot Password?

To become a LISI member Click Here

Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs. 



Avatar Avatar

Paul Hood Ed Morrow

February 25, 2021 3:00PM ET - 4:30PM ET ET

For Whom the Bell Tolls: Pre-Mortem Planning Options and a Look Forward at Post-Mortem Estate Planning

More Info
Avatar

Eric Green

February 26, 2021 1:00PM ET - 2:30PM ET ET

Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy

More Info
Avatar

Bob Keebler

February 26, 2021 11:00 AM ET - 12:00 PM ET ET

Estate Administration for IRAs and Qualified Plans After the Secure Act – The Updated Edition for 2020 and 2021 Deaths

More Info
Avatar

Mark Merric

February 26, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 1: Capital Accounts Compared to Stock

More Info
Avatar

Steve Siegel

March 04, 2021 3:00PM ET - 4:30PM ET

The Complete Trust Course: Part 1

More Info
Avatar

Paul Hood

March 04, 2021 1:00PM ET - 2:30PM ET

Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions

More Info
Avatar

Eric Green

March 05, 2021 3:00PM ET - 4:30PM ET

Tax Liens & Tax Levies

More Info
Avatar

Eli Akhavan

March 05, 2021 1:00PM ET - 2:30PM ET

Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 5, 2021 11:00AM ET - 12:30PM ET ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901

More Info
Avatar

Linas Sudzius

March 11, 2021 3:00PM ET - 4:30PM ET ET

How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners

More Info
Avatar

Paul Hood

March 11, 2021 1:00PM ET - 2:30PM ET ET

Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 2

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

Paul Hood

March 18, 2021 1:00PM ET - 2:30PM ET ET

Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax

More Info
Avatar Avatar

Michael Liebeskind Bryan Bloom

March 19, 2021 3:00PM ET - 4:30PM ET ET

Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021

More Info
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

Paul Hood

March 19, 2021 1:00PM ET - 2:30PM ET ET

Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet

More Info
Avatar

Eric Green

March 25, 2021 1:00PM ET - 2:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar

Paul Hood

March 25, 2021 1:00PM ET - 2:30PM ET ET

Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Steve Oshins

April 02, 2021 1:00PM ET - 2:30PM ET ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info