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PPP: Help Clients Navigate the $900b Coronavirus Relief & Omnibus Agreement

PPP: HELP CLIENTS NAVIGATE THE $900B CORONAVIRUS RELIEF & OMNIBUS AGREEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

The Coronavirus Relief and Omnibus Agreement has been passed and signed into law. What’s included? What changed? What’s retroactive? What’s not? And how can you help your clients navigate the complex 5,593-page legislation?

Join this webinar and find out what steps to take to make sure your clients are prepared for the new legislation.

Learning Objectives:


  • Define what changed with the PPP and how it could affect your clients

  • Identify the changes to EIDL and ERTC

  • Determine the updates and changes with various other credits, including:

    • Employee Retention Credit

    • Work Opportunity Credit

    • Paid Sick & Family Leave Credit

    • Earned Income

    • Business Meals and much more



  • Determine how to package, price, and offer advisory services to your clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Argue

Corvee
CEO and Co-founder
andrew@corvee.com
(305) 985-7740

Corveelogo

Andrew Argue, CPA, is the CEO and Co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Andrew works to help tax and accounting firms increase their revenue and profitability through tax planning.

Andrew founded Corvee with the goal to create a road map for tax and accounting firms to make the transition from compliance to advisory services. Since then, the company has launched first-of-its-kind tax planning software to give accounting firms and tax professionals the ability to formulate a tax savings calculation, develop a proactive and strategic tax plan and be the trusted advisor clients need.

Before Corvee, Andrew founded AccountingTax.com (now Corvee) and The Bean Counter (acquired by Roger CPA Review) and worked as an auditor at PwC.

Andrew has been named twice on Accounting Today’s Top 100 Most Influential People in Accounting – Ones to Watch list. He has a Master of Accounting and a Bachelor of Science in accounting from the University of Tampa. He also holds Series 7, Series 66, and Certified Public Accountant licenses.

Linkedin

Amanda Argue

Corvee
Chief of Staff
amanda@corvee.com
(305) 985-7740

Corveelogo

Amanda Argue, CPA, is the chief of staff and co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Amanda provides strategic counsel to key leaders Corvee and helps launch new company projects and initiatives within the organization.

Amanda helps the company achieve its mission to transform how accounting and tax professionals build, grow, and optimize their firms to increase revenue and improve efficiency while providing the highest value to their clients.

Amanda has always worked in the accounting industry. She was employed in accounts receivable for a construction company for seven years and then as a financial statement auditor working closely with small business clients across a wide variety of industries after receiving her degree.

She enjoyed public accounting but wanted to provide a more significant impact to small business clients and started learning more about all aspects of her clients’ processes - not just financial - and quickly picked up skills that would eventually aid in the founding of Corvee. Amanda is actively involved in innovating on behalf of firm owners to help them transform from a compliance-focused practice into a highly-valued and trusted advisory practice.

Amanda has a bachelor’s degree in accounting from the University of South Florida and a CPA license in Florida.

About Our Presenter

Corveelogo
Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. They work with firm professionals in the specialties of tax, accounting and financial advising.

Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and wealth management advisor partnership opportunities.

Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue and improve efficiency, while providing the highest value and insight to their clients.