Generate Cash Flow for Your Clients From the CARES Act (Web)

Using Tax Reform and Real Estate to Generate Additional Cash Flow to Address COVID-19

Member Fee: Complimentary 
Non-Member Fee:  $150 per connection 

Click here for brochure

Speakers: Warren Dazzio and Jeanne Moreland Trum, CSSI—Cost Segregation Services 

The PPP stream of cash flow for your clients is coming to an end. It is even more important during this time for bankers to remain a Trusted Advisor to their clients. The CARES Act Legislation surrounding taxes can help you do this. The CARES Act allows clients to increase cash flow because they own commercial property or have paid for tenant improvements through a reduction in taxes or a potential refund in the current tax cycle. If you or your clients own or lease commercial or residential income property, this will be critical information for you to hear.

Three specific topics will be covered, using an NOL (net operating loss) in a loss carryback, using a Cost Segregation Study to create a NOL, and Qualified Improvement Property that qualifies for Bonus Depreciation. The CARES Act allows owners to get money back from the US Treasury from a cash refund when they need it most or at a minimum reduce taxes in the current cycle. These topics are not related to the SBA loan process. This is an additional viable source of cash flow.

6/16/2020 10:00 AM - 10:45 AM

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