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NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look



Friday October 2

1 PM 2:30 pm ET

Whether it’s called CARES 2, HEROS, or HEALs Congress is posed to strike a deal releasing trillions of dollars of economic relief into the economy next week. Negotiations are ongoing, however it appears the legislation will include another round of forgivable PPP loans for the most-impacted businesses and tax credits to encourage businesses to safely retain and rehire employees. Understanding these provisions as soon as possible will demonstrate your value to clients by helping them quickly capture much-needed relief dollars.

Proposals included the following topics which the webinar may address:

  • Second round of forgivable PPP loans for businesses with a 50% revenue reduction
  • Simplified forgiveness application process for first-round loans less than $2,000,000
  • Extremely simplified forgiveness application for first-round loans less than $150,000
  • Clarification that borrows who elect a 24-week period can apply for forgiveness before 24-weeks
  • An expansion of PPP eligible expenses to include: certain software for remote work and delivery, property damage, essential supplies provided by pre-existing contracts, & worker protections
  • Clarification regarding whether health insurance is an includable payroll expense
  • A second round of stimulus checks
  • Various CARES Act clarifications & corrections
  • An expanded Employee Retention Payroll Tax Credit – substantially more generous than the CARES Act & expanded to include hiring
  • An expansion of the Work Opportunity Tax Credit – to include those currently on unemployment and an increased credit amount
  • A “Safe & Healthy Workplace Tax Credit” – 50% of the cost of testing, PPE, cleaning, workplace reconfiguration, & certain technology up to $1,000 per employee


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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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