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Completing the PPP Loan Forgiveness Form with Kurt Oestriecher's Custom Excel Spreadsheet FLEXCAST

Available Until

Your Desk

3.0 Credits

Member Price $157.00

Non-Member Price $181.00

Overview

This course with Kurt Oestriecher will address the changes to the PPP Loan Forgiveness Application as a result of the PPP Flexibility Act. An excel spreadsheet will be provided to assist in all of the necessary calculations.

Highlights

Form 3508S - Loans Under $50,000. PPP Loan Forgiveness FAQs. Interim Final Rule 2020-0052. Treatment of EIDL Loans. Financial Statement Issues. PPP Loan Tax Issues. Form 3508EZ. PPP Loan Forgiveness Application (Long Form). Documentation Requirements.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Understand rule changes as a result of the PPP Flexibility Act. Develop strategies for maximizing loan forgiveness and Tax Credits under the FFCRA. Determine if the 8 week or 24 week period is the most appropriate.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.

Leader(s):

Leader Bios

Kurt Oestriecher, Oestriecher & Company CPAs

2009 AICPA Outstanding Discussion Leader Award winner! Mr. Oestriecher has been employed by Oestriecher & Company; CPA’s since 1986 and has been partner in charge of accounting and auditing services since 1994. He has also served as an Adjunct Instructor of Accounting at Louisiana State University at Alexandria and Northwestern State University. He received the Outstanding Discussion Leader Award from the Louisiana Society of CPAs in 1998, and 2006. Kurt functions in many capacities for the Louisiana Society of CPAs on its board and varying committees. He is Past President of the LCPA and past President of the Central Louisiana Chapter of Society of Louisiana CPAs. He is a member of the AICPA and has served on the Accounting and Review Services Committee, which issues the Statements on Standards for Accounting and Review Services. He is currently serving 2 three year terms on the AICPA Joint Trial Board.

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Non-Member Price $181.00

Member Price $157.00