Category: Events on Home Page

Presented by Alan Sasserath, CPA, MS – Partner, Sasserath & Zoraian, LLP
Sponsored by Campolo, Middleton & McCormick, LLP and CMM Strategies

The highly anticipated PPP Loan Forgiveness Application has now been released. Please join us for Part 2 of the successful PPP Webinar where Alan Sasserath, CPA, MS breaks down the application and empowers you with the tools you need to maximize your loan forgiveness.

The webinar will cover:

1. Guiding principles when completing the application
2. What was made clear and what requires more clarity in the application
3. Subtle and not-so-subtle changes in definitions and calculations in the application

We will also introduce an updated workbook based on the application to help you calculate your loan forgiveness.

Date: Wednesday, May 20, 2020
Time: 3:00 – 4:00 p.m.

To submit questions prior to the webinar, please email George Batas at georgeb@sz-cpas.com or Fred Rook at fredr@sz-cpas.com. You will also have the opportunity to submit questions during the webinar.

Understanding the Forgiveness Provisions, Recent SBA Guidance, and What Businesses Need to Do Now to Maximize Loan Forgiveness – Part 2

Join Gettry Marcus, CPA, P.C. and Christine Malafi, Esq. for Part 2 of their highly successful webinar series on PPP Loan Forgiveness. This webinar will address the latest loan forgiveness issues which will include:

• Review of PPP Loan Forgiveness Application Form, Including:

• Alternative payroll Covered Period
• Forty-hour workweek benchmark for FTE status
• Safe harbor requirements for both rehiring of employees and adjusting employee compensation
• FTE reduction exemptions for employees in the Covered Period or Alternative Payroll Covered Period
• Documentation required to substantiate loan forgiveness calculation

• Planning Tools

• SBA and Treasury Department Guidance

• Q&A

PROGRAM PANELISTS

Lee Ferber, CPA, Partner at Gettry Marcus CPA, P.C.

Christine Malafi, Esq., Senior Partner at Campolo, Middleton & McCormick, LLP

Nicholas Backmann, CPA, Supervisor at Gettry Marcus CPA, P.C.

Date: May 22, 2020

Time: 10AM – 11AM

Webinar hosted by Joe Campolo and Peter Klein

Restrictions may slowly be easing, but our new world is anything but business as usual. Join prominent business leaders Joe Campolo and Peter Klein for a weekly webinar where they share critical insights on the state of the Long Island business community and provide a macro perspective to help mitigate the economic fallout and move forward productively.

Each episode will feature commentary on business, finance and more. This first episode will include an in-depth discussion of the impact COVID-19 is having on the local and national economy and how businesses should be preparing to reopen, especially in light of the challenges that PPP and enhanced unemployment are causing in the workforce. In future episodes, Joe and Peter will also welcome guests from various sectors including accounting, legal, manufacturing, finance, and nonprofits, as well as elected officials, to discuss in-depth challenges we are all facing in the new world.

With the world changing daily, remaining in-the-know is key to making decisions that impact the future of your business. Hear directly from the business leaders plugged into the latest changes and gain a critical perspective to guide your decision-making. Q&A is a critical piece of each episode, so bring your questions!

Date: Tuesday, May 19

Time: 11:30 a.m.

Register via Zoom Here

Have questions for Joe and Peter? Submit now to Lauren at lkanter@cmmllp.com or via the Q&A feature during the webinar.

The Long Island business community boasts extraordinarily innovative companies and one of the most educated workforces in the country – but is lacking in leadership. Enter CMM Strategies – a leadership academy created by leaders.

We’ve taken a leadership position in everything we’ve done, and we offer real life experience in what it takes to successfully build, pivot, and run a business. Based on repeated requests for training and advice, we launched CMM Strategies as a leadership academy to directly help organizations reach their full potential. We empower businesses and executives to become leaders no matter what the circumstances.

Campolo, Middleton & McCormick, LLP, a Forbes Top Corporate Law Firm in America, in partnership with the Staller Center for the Arts, presents an engaging webinar titled Protecting Your Assets on May 20 at 10:00 a.m. The webinar will feature Martin S. Glass, Esq., who will lead attendees through a comprehensive overview of estate planning and will share tips that can help to protect your assets and clarify this complex process. An interactive Q&A will follow the presentation.  

CMM and its charitable foundation, CMM Cares, has been a generous corporate sponsor of the Staller Center for the Arts and Stony Brook University for over 13 years. In 2019, CMM made a ten-year gift commitment solidifying their dedication to the arts and the University as a whole. The gift was also put toward a new modern sound system for both the main stage theater and recital hall to enhance live performances at the Staller Center.

Date: Wednesday, May 20

Time: 10:00 a.m.

The webinar is free but registration is required. Please register here.

A Personalized Workbook to Plan for Maximum Loan Forgiveness

Presented by Alan Sasserath, CPA, MS – Partner, Sasserath & Zoraian, LLP
Sponsored by Campolo, Middleton & McCormick, LLP and CMM Strategies

The Paycheck Protection Program (PPP) application process has been one of the most fraught experiences for the business community – reminiscent of the saying, “Ready, Fire, Aim!” For those businesses fortunate enough to have received a PPP loan, managing the forgiveness aspect is just as challenging. Fortunately, the team at Sasserath & Zoraian dove in headfirst to break down the PPP’s forgiveness provisions and has developed a workbook to help entrepreneurs and business owners calculate their loan forgiveness and plan accordingly.

Join us for a webinar introducing this critical tool and a primer on how to use it. Any business that has received or is still awaiting PPP funds must understand how to maximize their loan forgiveness so they can chart their next steps. With this personalized workbook and guidance, business owners can deepen their understanding of the PPP’s forgiveness provisions and put their business on the right path to maximize forgiveness of the loan.

Date: Friday, May 8

Time: 10 a.m.

REGISTER HERE

Registration is limited to the first 100 participants.

The popular Express/Press Sessions events will go virtual this week for the first time, with plans to continue important conversations even while social distancing policies make group gatherings impossible. Instead, using the Zoom videoconferencing platform, the Express News Group will hold an interactive webinar discussion titled “Weathering The Storm: Key Tips for Bringing Back East End Business” on Thursday, May 7, at 2 p.m.

The panel will include a group of local experts: attorney and leadership expert Joe Campolo of Campolo, Middleton & McCormick, LLP; financial consultant Rocco Carriero; Kevin O’Connor, the CEO of BNB Bank; and John Tortorella, a well-known and successful local business owner.

The discussion will focus on local businesses, the struggles, the successes, and how to survive and ramp back up for the summer season. Following the format of the Express/Press Sessions, there will be an extensive question-and-answer period involving the audience. The discussion will be moderated by Joseph Shaw, executive editor of the Express News Group, which publishes The Southampton Press, The East Hampton Press, The Sag Harbor Express, and the websites 27east.com and sagharborexpress.com.

“The Press and Express Sessions were designed to bring the community together to discuss important topics, and while we can’t come together for lunch right now, it’s more important than ever that we facilitate these discussions and encourage leaders in their respective fields to join us in a virtual setting,” said Gavin Menu, co-publisher of the Express News Group.

He added, “There is so much uncertainly around the health crisis, and not a single person or business has been unaffected. Small businesses are the lifeblood of our local economy, and they are hurting right now. We are hoping to provide some guidance and best practices for a path forward. We’re hoping people join us, tell their stories and contribute to the conversation.”

The event is free, but space is limited. Register here.

CMM Managing Partner and HIA-LI Board Chairman  Joe Campolo will be leading a virtual meeting with U.S. Congressman Lee Zeldin to discuss the economic challenges facing businesses during the COVID-19 pandemic and how to solve them.

The meeting is hosted by HIA-LI , the voice of Long Island business. Under the leadership of President & CEO Terri Alessi-Miceli, HIA-LI has been working tirelessly throughout this crisis to deliver critical resources and information to the business community.

Tuesday, April 28, 2020 from 9am – 10am.

REGISTER HERE

Topics:

• Paycheck Protection Program (PPP) eligibility, challenges, and loan forgiveness
• Additional resources for businesses struggling during these unprecedented times
• Federal guidance on phases to reopen the economy, and more.

Now that many small businesses have received or are waiting for funding of their Paycheck Protection Program (“PPP”) loans, focus should now turn to the Loan Forgiveness phase of the PPP Loan program. While applying for loan forgiveness does not start until after June 30, 2020, what you do during the 8-week “Covered Period,” which begins on the date of loan origination, can impact the amount of loan forgiveness received. For this reason, now is the time for businesses to make sure that procedures are in place to comply with the strict loan forgiveness requirements set for in the CARES Act. Businesses that meet these requirements will have the greatest likelihood of maximizing loan forgiveness.

Join Gettry Marcus CPA, P.C. and CMM for a complimentary webinar that will address the specific loan forgiveness provisions and what you should be doing during the critical 8-week Covered Period. The webinar will include examples that will help you to better understand specific CARES Act’s loan forgiveness provisions and provide planning tools that can be used to help achieve maximum loan forgiveness.

Thursday, April 23, 2020 at 10:00 a.m.

REGISTER HERE

Speakers:

Lee Ferber, CPA, Partner at Gettry Marcus
Christine Malafi, Esq., Senior Partner at CMM
Nicholas Backmann, CPA, Supervisor at Gettry Marcus

Topics:
• The tests that have to be met during the 8-week Covered Period:
-Use of loan proceeds
-Full time equivalent employee (“FTE”) test
-Compensation reduction test
• An approach to use to calculate FTE headcount
• How re-hiring employees during the Covered Period can impact loan forgiveness
• The payroll and accounting records, as well as supporting documentation, that needs to be maintained during the Covered Period

Presented by Joe Campolo, Esq.

What does ancient military strategy have to do with business? Everything.

In today’s world of seemingly endless options, business is more than a competition – it’s war. When you meet resistance in battle, you still need to push through and advance your position. Joe Campolo – Marine Corps veteran, Managing Partner of a Forbes Top Trusted Corporate Firm in America, and the leader that the who’s who of Long Island turn to for guidance – knows how to translate time-tested strategies for success in battle to the business world. Join us for an intimate look at how to do it.

Through personal stories shaped by his military experience, business leadership, and boundless energy to persevere, Joe will address:

• How to shift your mindset so that you’re always advancing by all means – because otherwise, you go backward
• The difference between tactics and strategy
• When to be aggressive
• How many resources to invest
• How to know what’s worth fighting for – and what isn’t
• Emboldening your team

Wednesday, March 11, 2020
8:30 a.m.: Registration, networking and hot breakfast
9:00-10:00 a.m.: Presentation
Location: CMM Academy Training Room, 3rd Floor, 4175 Veterans Memorial Highway, Ronkonkoma, NY 11779

Sponsored by: HKM Associates, Protegrity Advisors.

Register here.

If you have any questions, please contact Emily Heath (eheath@cmmllp.com, (631) 738-9100).

Payment for and/or attendance at CMM Academy events and programming does not create an attorney-client relationship.