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Bob Keebler on the Last Ten Days in the CARES World



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CARES has created immediate planning opportunities clients and advisors, but the ground is shifting fast. Over the last ten days there have been dozens of notices, information sheets, AICPA comments, SBA regulations and even “tweet guidance” from members of the U.S. Senate sparring with the SBA.

To make sense of it all join Bob Keebler in his exclusive 60-minute  LISI Webinar followed by up to an hour of Q&A where he reviews the following issues:

  • The impact of the new SBA Regulations and how they change things
  • The interaction between the PPP and EIDL loan programs
  • The brand-new SBA PPP loan application, including foot faults clients and advisors need to watch for when they apply
  • What the PPP certification really means
  • Computing the maximum loan amount
  • Forgivable uses of loan proceeds and examples of the new 75% payroll test
  • The new mathematical formulas driving the reduction in forgivable amounts for reducing employee headcount or payroll
  • Reduction Formula examples
  • Re-hiring employees to capture forgiveness
  • Basic loan terms and the 1% interest rate
  • Interaction the employee retention tax credit and payroll tax deferral in the CARES act
  • Interaction with the payroll tax credit to for employee sick leave in the Families First Coronavirus Response Act
  • Retirement Plan and IRA Penalty-Free Distributions – with Repayment Plans over Several Years
  • Retirement Plan Loan Expansion & Relief
  • Delayed IRA and Plan Contribution Dates

 

 

 


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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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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