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.
Add to Wishlist
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.
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
Add to Wishlist
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 revised on February 3, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
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]
Add to Wishlist
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.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
