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.
Learning Objectives
- You will be able to recognize the fundamentals of ESOPs.
- You will be able to identify the advantages and disadvantages of ESOPs.
- You will be able to identify the various valuation approaches.
- You will be able to differentiate between valuation certifications.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
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
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last reviewed on November 15, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.6 including Finance 2.6
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 2.6 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Howard I. Gross, CPA, ABV, CFF, CFP®
BGBC Partners, LLP
- Founding Partner at BGBC Partners, LLP
- Areas of practice include tax advisory services, business valuation services, litigation advisory services and forensic accounting services
- In addition to his CPA certification, he is Accredited in Business Valuation (ABV), is a Certified Financial Planner® and is Certified in Financial Forensics (CFF). Prior to BGBC, he was a partner at one of the ten largest international CPA firms
- Memberships include American Institute of Certified Public Accountants, Indiana CPA Society
- ESOP Association, University High School Parents Association, Alliance Partners’ Advisory Council and BDO Alliance USA
- B.S. degree, cum laude, Indiana University
- Can be contacted at 317-633-4700 or [email protected]
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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