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CSTC Academy: Wednesday Webinar Series - PPP Loan Forgiveness
Wednesday, July 21, 2021, 10:00 AM - 11:40 AM PDT
Category: Wednesday Webinar Series


PPP Loan Forgiveness
Wednesday, July 21, 2021
10:00 AM to 11:40 AM

Cost: Member: $40 / Non-Member: $70

Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
1 Federal Law hours
1 Fed Update hour
IRS: 18QC1-U-01509-21-O / 18QC1-T-01510-21-O
CTEC: 1000-CE-4909

Session Description:
Now that we are done with the first part of Tax Season, it is now time to help your clients with their PPP Loan Forgiveness. Hopefully by the time of this seminar, there will be more clarity about the California taxation of the expenses paid for with the PPP Loan proceeds. The IRS and SBA has made many rule changes so we will go over the latest rules so you can be helpful to your clients. Also we will review the interplay between PPP Loan Forgiveness and the Employee Retention Credit to help your clients maximize the PPP Loan forgiveness and ERC.

Knowledge Level: Intermediate

Learning Objectives:

#1: Learn the latest rules and forms for PPP Loan Forgiveness.

#2: Understand the interplay with PPP Loan Forgiveness and the Employee Retention Credit.

#3: Show your clients and prospective clients you are the most qualified to help them with PPP Loan Forgiveness.

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.