Central Ohio BWPC Business & Wealth Planning Council

COVID-19 SBA Loans and CARES Act Tax Provisions

Webinar Featuring:
Kaz Unalan, Director, Tax & Business Advisory Services and
Rebekah Smith, Director of Forensic and Dispute Advisory Services
of GBQ Partners, LLC

May 14, 2020
1:00 - 2:00 p.m.

It seems that information about legislation and regulations as it relates to the COVID-19 crisis is changing each day. Many business leaders are looking for guidance to decide what steps to take next.

You're invited to join our May BWPC Webinar to learn about how to navigate the challenges that businesses are facing during this time. Kaz Unalan and Rebekah Smith from GBQ Partners, LLC, a top tax, accounting, and consulting firm for more than 65 years, will explore with you how the Small Business Administration (SBA) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act are providing relief to businesses and individuals.

Topics to be discussed include:

Overview of the SBA Paycheck Protection Program (PPP) loan and related debt forgiveness
Tax provisions of the CARES Act including:
Net operating loss provisions and excess business loss limitations
Individual tax considerations and recovery rebates

Featured Speakers

Kaz Unalan, CPA, CEPA, Director, Tax & Business Advisory Services

Kaz’s focus at GBQ is to provide tax compliance and consulting for middle market, closely held businesses and to assist clients with their business planning, compliance and tax examination needs. Over the years, he has had extensive experience in serving clients in the real estate, construction, manufacturing/ distribution and restaurant industries. Kaz is part of GBQ’s Transaction Advisory Services Group assisting clients with their tax planning, structuring and due diligence needs. Read full bio here.

Rebekah Smith, CPA, CFF, CVA, MAFF, Director of Forensic and Dispute Advisory Services

Rebekah is a Director and Member of GBQ Consulting, focusing on the areas of litigation consulting, forensic accounting, economic damages, and business valuations. She has rendered expert and consulting services in litigation matters such as commercial damages related to contract disputes, breach of fiduciary duty, shareholder disputes, intellectual property disputes, violation of non-compete agreements, new business start-ups, and other disputes; business interruption claims due to natural disasters and fire, and personal litigation involving wrongful termination, breach of fiduciary duty, wrongful death, and personal injury. Read full bio here.