Paycheck Protection Loan Details And Updates

1 Credits: Management Services


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Paycheck Protection Loan Details And Updates

Course Level
CPE Credits

1 Credits: Management Services

Course Description

This course summarizes the application process for the new SBA Paycheck Protection Program (PPP) Loan. Eligibility, required documentation, calculations for the loan amount, and examples for the self employed individual and the S corporation owner/employee are included in the manual and in the discussion. The course also discusses the forgiveness provisions. A guest speaker who is a small company controller tells her experiences with the application process through her local bank. A client letter is included for your use in communicating with your business clients. Resources are linked in the manual so that you can stay updated as money is exhausted on the first $359 billion of funding and Congress agrees to Secretary Mnuchin’s request for additional funding.

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Learning Objectives

Upon completing this course you will be able to:

  • Learn who is eligible for the SBA Paycheck Protection Program (PPP) Loan
  • Define ‘payroll costs” that are required for the application
  • Calculate loan amounts for various businesses including the Schedule C individual and the
  • owner/employee of an S corporation
  • Develop recommendation for client’s to maximize loan forgiveness
  • Hear a Controller’s experience in applying for the PPP Loan
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Course Specifics

Course ID
Revision Date
April 14, 2020


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

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Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …

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