On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), legislation designed to provide economic relief for those impacted by COVID19, became law. This course provides a general review of the principal provisions of the CARES Act and of other federal tax-related stimulus legislation passed during 2020, including the Tax Relief Act of 2020 signed into law on December 27, 2020.
Recovery rebates. Paycheck protection program. Pandemic unemployment assistance. Charitable contributions. Retirement plan. Exemption for telehealth services. Additional health care related provisions. Coronavirus preparedness and response supplemental appropriations act. Additional stimulus legislation.
Recognize the nature and amount of recovery rebate authorized under the CARES Act. Apply the recovery rebate eligibility limitations. Calculate the amount of rebate based on a taxpayer’s adjusted gross income and filing status. Describe the rules applicable to the Paycheck Protection Program, and more.
Paul Winn, Western CPE
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Non-Member Price $100.00
Member Price $87.00