PPP Loan Updates, Employee Retention Credit and Tax Planning Considerations

Session Information

The Consolidated Appropriations Act was passed by Congress on Dec. 21 and signed by President Trump on Dec. 27. It includes some significant changes to the Paycheck Protection Program (PPP), including a second draw for certain borrowers, as well as some changes to existing PPP loans, tax implications, eligibility for the Employee Retention Credit, and a more simplified forgiveness process for loans of $150,000 and below. In addition, thoughts on managing losses, from a tax perspective, will be shared.

Join Bill Caldwell, of Caldwell CPAs, for a look at the new stimulus and how to maximize the benefits for your company. Plenty of time will be allocated for Q&A.


Bill Caldwell

With his extensive knowledge of tax codes combined with strong accounting skills, CEO William “Bill” J. Caldwell is able to help clients realize their dreams. Bill Caldwell honed his financial skills during a tenure at the U.S. Department of Army Audit Agency.  An astute businessman, he recognized his generalist approach to accounting was an asset to small business entrepreneurs, so in 2002 he opened the doors to his accounting practice in Bethesda, Maryland. Further, to serve their growing client base, Caldwell CPAs opened offices in Virginia Beach, VA  and Houston, TX as well as satellite offices across the country.  Bill is a sought-after speaker for the transportation industry, have presented recently at the American Bus Association Marketplace as well as other industry conferences, including those in the tourism industry.   Caldwell CPAs has a team of tax professionals that specialize in the transportation industry, working directly with motor coach operators, trucking companies, medical transport operators and taxi and livery services.


Registration is closed for this event.