Description
Gain an understanding of what your financial choices are and identify new opportunities.This topic will discuss hot financial topics in 2021 and will outline financial opportunities and help you find new ways to increase the amount of money in your pocket. You will learn about ESOP potential uses, taxation issues regarding the Paycheck Protection Program, valuation in a changing world, and lastly, financial fraud and how to reduce the risk.
Date: 2021-05-10 Start Time: End Time:
Learning Objectives
Employee Stock Ownership Plans
• Tax Advantages
• Market Timing
• Lowering Risk
COVID – PPP Taxation Issues
• Loan Forgiveness Taxability
• Political Ramifications
• Future of Loans
Valuation in Changing World
• Multiples – the Sky Is the Limit?
• Selecting Competent Valuator
• How to Use Valuation
Are the Books Being Cooked?
• Massive Fraud – Financial Misconduct
• Help to Reduce Risk
• Losses Continue/Technology
CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Howard I. Gross, CPA, ABV, CFF, CFP®-BGBC Partners, LLP
