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Employee Retention Tax Credit and PPP Update Town Hall Webinar

CPE

When
April 8
9:00 - 10:00 a.m.

CPE Credits
1-Tax

Details

 Pricing

PICPA Member: $0 | Nonmember: $50


 More Information

Course No.
781900
Level
Update
Prerequisites
None

Description

Discuss what impact claiming the employee retention credit could have on Paycheck Protection Program (PPP) loans. Uncover the IRS guidance you need to know now.

Highlights

  • Evaluate employee retention credit eligibility prior to filing your PPP forgiveness application
  • IRS guidance on surplus wages used for PPP forgiveness
  • IRS guidance to help clarify whether a government order constituted a partial shutdown


Speaker(s)

Jennifer E. Rohen, JD
CLA (CliftonLarsonAllen LLP)
Principal
WOTC Practice Leader
Business Incentives Consulting Practice Leader, Tax
Diversity, Equity, & Inclusion Ambassador

Jennifer has over 20 years of experience assisting clients who are making human and tangible capital investments reduce their cost of capital and increase return on investment by identifying Federal, State, and Local strategies that include tax credits, property and sales tax incentives, employment tax rebates, and various grants. Jen leads the Work Opportunity Tax Credit taskforce at CLA. Additionally, she works with clients interested in New Markets Tax Credits to identify appropriate Community Development Entities (CDEs) who have allocations for projects and obtain allocation from those CDEs for the qualifying investments. She helps clients to monetize tax credits for various federal investments in solar energy projects. Jen identifies Federal tax savings strategies for clients including cost segregation, 179D, and other benefits related to fixed asset studies. Jen’s experience in specializing in prospective state tax benefits, with a focus on credits and incentives helps clients choose among different locations and realize the total impact of a location decision with regard to the tax and related financial implications. This involves working with state agencies and local municipalities in connection with negotiating incentive packages. The benefit packages typically include financing assistance and grants, ITC, WOTC, TIFs, and other in-kind benefits. Jen has worked with over 100 clients in her career as a specialist.

Technical experience:
Negotiated incentives
Federal tax credits
State and local tax credits
Work Opportunity Tax Credit (WOTC)
New Market Tax Credits, Solar Power, 179D saving strategies

Education and professional involvement:
Juris Doctor with an emphasis in Corporate and Tax Law, St. Louis University, St. Louis, MO.
Bachelor of Arts, Underwood University, Suwanee, GA.
American Institute of Certified Public Accountants

Speaking engagements:
November 2018 — The Benefits of the Work Opportunity Tax Credit and the CA New Employment Credit
December 2017 – Rural Renewal County Benefits from the Work Opportunity Tax Credit
November 2016 – WOTC Extended through 2019; 28-Day Filing Period Kicks In
July 2016 – Nonprofits: Generate Cash Flow When You Hire WOTC-Qualified Veterans

Civic organizations:
The Half Fund
Saint Charles Humane Society
Academy of Sacred Heart in Saint Charles, MO
Saint Charles Rotary

Jack A. Rybicki, CPA
CLA (CliftonLarsonAllen LLP)
Managing Principal - CLA Private Capital

Jack Rybicki is the managing principal of CLA’s real estate practice, working to enhance the firm’s service capabilities to developers, owner/operators and investors in real estate, and is part of the leadership of CLA’s COVID-19 Relief Resources. With more than 28 years of accounting experience, including 25 in public accounting, he is also responsible for performing and supervising audit, accounting, and consulting engagements.

Jack currently concentrates his practice working with companies in the Real Estate sector and also serves
selected construction companies. He serves a wide variety of entities in the real estate industry including land developers, homebuilders, commercial, multi-family and student housing owner/operators and real estate funds/investors. Jack is also oversees CLA’s capital markets activities, helping our real estate developers and fund managers raise capital.

Regarding CLA’s COVID-19 Relief efforts, Jack has been a frequent presenter on the Paycheck Protection Program in CLA’s Livestream series and for various trade associations and business partners. He has authored a number of pieces on various aspects of the PPP, including PPP loan forgiveness. CLA’s COVID-19 Relief Resources are working to educate the CLA Family, our clients and small businesses on this ever changing and complicated program.


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