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Live Webcast Replay

Paycheck Protection Program: Pushing Out New Forgiveness Form 3508 and Being Done


Total Credits: 3 including 3 Taxes - Technical

Average Rating:
   33
Categories:
ACPEN Tax Institute |  Tax |  IRS Approved
Faculty:
Bradley Burnett, J.D., LL.M. |  Arthur Werner
Course Levels:
Update
Duration:
3 Hours
License:

Dates


Description

The way we play this PPP forgiveness game must be rethought from scratch. The time for doing so is now. Regulations interpreting the new law have dropped and blown out of the water what we thought we knew.  Many of the PPP bullets we were sweating have fallen to the ground. But, new ones have emerged. And, the SBA / Treasury faucet continues to deliver a new moving target. 

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Basic Course Information

Learning Objectives
  • Participants will be able to discuss options and strategies to make the most of the Paycheck Protection Program
  • Participants will be able to explain how things have changed and successfully complete form 3508
  • Participants will be able to discuss the new employee reduction safe harbor end game 
  • Participants will be able to advise clients with the most recent changes and list strategies to maximize benefits

Major Subjects
  • New 24 week forgiveness period blows 8 weeks out of the water
  • Or, should (and can) you grab the 8 week period and run with it
  • New employee reduction safe harbor end game / uncertainties it creates
  • How Form 3508 and Instructions - How the game is not the same
  • Strategies turned upside down on their head
  • Does this bail America out, create new headaches or both?
  • What about PPP forgiveness changed and what did not?
  • When can I push my forgiveness app (Form 3508 (or 3508-EZ) out to the lender anyway?

Course Materials

Faculty

Bradley Burnett, J.D., LL.M. Related Seminars and Products


Bradley Burnett practices tax law in Colorado. After undergraduate (Business Administration/Accounting) school and law (J.D.) school, he earned a Master of Laws in Taxation (LL.M.) from the University of Denver School of Law Graduate Tax Program. After stints at national and local accounting firms and a medium sized Denver law firm, he established his own law firm in 1990, He has delivered more than 3,300 presentations on tax law to CPAs, attorneys, EAs and others throughout all fifty U.S. states, Washington, D.C. and seven countries. Bradley served four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He authors and teaches tax materials for Commerce Clearing House (CCH), has received the Illinois Society of CPAs Instructor Excellence Award and five times has been the most requested, top-rated presenter at annual state CPA tax institutes. His seminar style is briskly paced delivery of practical insights with humor. 


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Additional Info

Basic Course Information

Prerequisites

A basic understanding of the Paycheck Protection Program  


Advanced Preparation

None


Designed For

CPAs and other finance professionals


Original Recording Date

6/30/2020


Yellow Book

No


Course Developer

Werner-Rocca Seminars and Bradley Burnett


Date Added to Catalog

6/23/2020


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 33

Comments

tamera n - charlotte, North Carolina

"Thank you... much appreciated. "

Rebecca M - Texarkana, Texas

"Very informative!"

Stephanie B - sunman, Indiana

"Great course!"

Urig T

"Great course - the interaction between Brad and Art kept things moving."