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PPP Loan Forgiveness Application: Effective Planning and Client Communication

PPP LOAN FORGIVENESS APPLICATION: EFFECTIVE PLANNING AND CLIENT COMMUNICATION

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join Alan Gassman, Brandon Ketron, and Kevin Cameron for a discussion of how to handle each line of the PPP Loan Forgiveness Application. Attend this webinar to learn how to make your firm more efficient and effective by utilizing checklists and spreadsheets to help clients better understand their options and issues. 

Kevin Cameron will go into detail on how to utilize his acclaimed system to overview the various tips and traps that all CPAs and financial professionals should be aware of while filling out PPP Loan Forgiveness Application.
 

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gassman crotty den

Alan S. Gassman, J.D., LL.M. is a board certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida, and practices in the areas of trust and estate planning, taxation, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute and at many other conferences and webinars.

Gassman crotty den

Brandon Ketron is an associate at the law firm of Gassman, Crotty and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016 where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. He received his undergraduate degree from Roanoke College where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is licensed to practice law in the State of Florida and is a licensed CPA in Florida and Virginia.

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Kevin is the managing member partner of C&L Value Advisors, LLC. His primary focus in the firm is working with business owner clients, providing comprehensive accounting, tax preparation and planning, and advisory services. Kevin has presented over 200 programs to individuals and business owners on topics including tax planning, estate and retirement planning, business development, and more.

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.