July Zoom Membership Meeting

 Who the Heck "CARES" & What Do We Need to Know?

Byron Smith, CPA, ABV, PFS

Tuesday - July 21, 2020

11:30 AM - 1:00 PM

Does the CARES Act have you confused? You are not the only one! Join Byron Smith, CPA, ABV, PFS, for an overview of the CARES Act and other important financial topics that effect your donors, prospects, and organizations, followed by a question and answer session.

Q&A on below topics and MORE:

• CARES Act and Covid 19

• Charitable Deductions

• PPP Loans

• Economic Injury Disaster Loans

• Reporting

• Changes in IRA's

• What's Next? Forecasting After the CARES Act

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What do YOU want to know about the CARES Act? Submit your questions ahead of time by email to afpsuncoastchapter@gmail.com.

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FEES:

AFP Members FREE OR Donation of $10.00

Guests $10.00

Please register to be sent the link/code to join the Session.

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Approved for 1-hour CFRE Credit

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BYRON SMITH: Byron is a partner with RSM who recently acquired Gregory Sharer and Stuart. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries, and client representation before the Internal Revenue Service.