Tax Planning for A Year Like No Other

There has likely never been a time when strategic tax planning has been more critical than now. The complex puzzle of PPP Forgiveness, FAR overhead rate impact, the Employee Retention Tax Credit (ERTC), the Research & Development Tax Credit (R&D), and State & Local Taxes, and how they interplay, or more importantly, how they don’t interplay, can have a significant impact on your firm.

Knowing what you don’t know can make a significant impact. For example, the same wages used for the ERTC can’t be used for PPP or R&D.

Hear from SN’s experts on each of these critical areas to learn the best planning strategies and coordinate them for maximum benefit.

Learning Objectives:

• Identify how tax is impacted by PPP, ERTC, etc.
• Understand scenarios that don’t work well together.
• Learn tax planning strategies that maximize your return.