Corona Solutions – Future Tax Leaders

Wondering how to make lemonade from the COVID-19 lemon? Check here for ideas.

How to safely navigate America’s re-opening
A State-by-State guide
Sector-by-Sector guides

Pro Bono Help for Companies

If you are a business that could use help building strategies, applying for loans/relief programs, or anything else to keep your company afloat during this market disruption, a group of financial executives and advisors are offering to provide Pro Bono business advisory and support services. Read the message here.

Loans/Grants

COVID-19 ECONOMIC INJURY DISASTER LOAN APPLICATION

SBA COVID-19 resource page

Also check with:

Your state’s SBA
Your local Chamber of Commerce and other business organizations
Your vendors and customers

Jobs

Job boards, such as ours and Indeed

Recruiters – we have a small list on our website

Lew’s List – focuses on finance (including tax) positions

Your state’s Departments of Labor and Employment

Transition and bridge programs, such as Executives in Transition

Tax

IRS COVID-19 page

Follow Tony Nitti in Forbes for easily digestible tax analysis

Management

Armanino’s COVID-19 Resource Center

COCPA

Deloitte’s COVID-19 topics

EY’s COVID-19 resources

KPMG Insights

Personal financial hub by The New York Times

PwC’s COVID-19 Library

SquarMilner COVID-19 Insights

Webinars

Free Online CPE series – Business Health During a Pandemic
Trying to figure out how to keep your business afloat – or even prosper – during a pandemic? During this complimentary webinar series, we’ll be talking with experts about the importance of marketing – from an individual to organizational level – at this time and how to create the greatest impact with limited time and money. Friday, May 29, 10-11 am MDT.

Business Health During a Pandemic–Part 9

The CFO Masterclass Keynote Series
Up to 9.0 CPE credit hours
Five Fridays from May 22-June 19, 2020 – 10-11:30 am MDT
$15 Members / $30 General Admission

This is an online webinar series featuring MIT Sloan faculty and other keynote-level CFOs and dignitaries. Creating connectivity to pertinent information financial executives need to know now, with thought leadership from MIT Sloan Executive Education, subject matter experts, and CFO Rockstars. Keynote speakers in a facilitated panel discussion will provide insight into how to navigate these turbulent times.

Price: $225 for financial execs; includes access to videos (in case you miss a webinar). TaxForward and Future Tax Leader members may use code TAXVIP for 20% off. Learn more and register HERE.

IPT – San Francisco Local Luncheon Group. June 4, 2020, will feature advertising taxes, VAT and digital taxes.

Squar Milner CARES Act Webinar – Available On-demand – Squar Milner have put together a handy resource page with a recording of their CARES Act webinar as well as some of the resources mentioned during the discussion. Find the webinar & resources HERE.

Protecting one’s wealth, replay on demand, by Impact Wealth

Free COVID-19 related tax webcasts from EY.

Videos

Business Prosperity During a Pandemic-Part I

During this hour, we will be speaking with Bill Decker, Founder and Managing Director of Partners International, Jenn McCabe, Partner, at Armanino LLP, Lew Visscher, founder of Lew’s List, and Lorrie Morton, Director, People, at Cohere Health about:

Potential opportunities presented by the pandemic,
Which companies are best positioned to succeed in this situation and how to position yours to succeed,
Holding onto and growing loyal customers during a pandemic,
Maintaining and managing employees amidst disruption,
Communications with employees, clients, and vendors,
Business continuity,
How the job market is being impacted,
HR considerations, and
Financial reporting and accounting considerations.

Business Prosperity During a Pandemic-Part II

During this webinar, Ann Diddlebock, Founder of CFO Wisdom, Arlen Meyers, President and CEO of Society of Physician Entrepreneurs, and Larisa Rapoport, Partner at Squar Milner: Middle Market – Consumer Goods and Technology will answer your questions about:

Managing cash flow,
Mitigating risk and losses,
Transitioning to and from the pandemic stage effectively,
How to work with lenders to secure bridge financing, and
Potential opportunities presented by the pandemic.

From the webinar: Colorado Investment Tax Credits

Business Prosperity During a Pandemic–Part III – a free Q&A Webinar – March 27th, 10 to 11 am MDT

During this webinar, tax experts will answer your questions about what tax departments might be able to do to help their companies shore up or even recover cash and effective leadership in critical times. We’ll hear from Tadd Fowler, VP Global Tax Operations at Procter & Gamble, Eric Anderson, Managing Director and State & Local Tax Leader at Andersen, Brandon Edwards, CEO of Tax Credit Co., and moderator Magnolia Movido, Counsel at Snell & Wilmer about:

Tax saving and recovery opportunities presented by the current environment,
Tax department optimization and strategy, and
Effective leadership in a crisis.

Business Prosperity During a Pandemic–Part IV – a free Q&A Webinar – March 27th, 12 to 1 pm MDT

During this webinar, financial experts will answer your questions about managing personal finances and investments. We’ll hear from Chrissy Palestine, CPA, CMA, Matt Morizio, Financial Advisor at Beck Bode, and Sly Giffard, Founding Partner of Gamison Capital, about:

Considerations for investment decisions in this economy,
Creating a personal budget, and
Prioritizing spending in an uncertain market.

Business Prosperity During a Pandemic–Part V – a free Q&A Webinar – Thursday, April 2nd, 1 pm to 2pm MDT

During this webinar, tax experts will answer your questions about tax updates in response to COVID-19. We’ll hear from Steve Barkmeier, Director of Tax at Whipplewood CPAs, Brandon Edwards, CEO at Tax Credit Co., David Milner, Director at DuCharme, McMillen and Associates Inc., and moderator Magnolia Movido, Counsel at Snell & Wilmer about:

Tax benefits of changes businesses are making to adapt to the new environment,
Tax aspects of the stimulus package,
Integrating tax incentives under the stimulus package, and
Property Tax updates.

Business Prosperity During a Pandemic–Part VI– a free Q&A Webinar – Friday, April 3rd, 1 pm to 2pm MDT

During this webinar, real estate and mortgage experts will answer your questions about real estate and mortgage considerations during a pandemic. We’ll hear from Rob Tramantano, Principal at Great Neck Realty Company, Jon Neville, Partner at Arnall Golden Gregory LLP, Matt Hanson, Mortgage Planner at Hanson Planning Group, and Randy DeVries, Vice President at Berkshire Hathaway HomeServices N.E. Prime Properties about:

Cash flow mitigation and strategic opportunities,
Short and long term implications for these markets, and
Considerations and suggestions for companies struggling or wanting to act.

Business Prosperity During a Pandemic–Part VII– a free Q&A Webinar – Friday, April 3rd, 3:30 pm to 4:30pm MDT

During this webinar, HR and Employment experts will answer your questions about managing employees through a pandemic. We’ll speak with Julie Scates, President and Founder of J2T Recruiting Consultants, Lorrie Morton, Director, People and Cohere Health, and Brandon Edwards, CEO at Tax Credit Co. about:

How to manage employees and managers during this time,
What companies should consider in formulating a plan if this becomes long term,
Opportunities for companies and fractional advisors,
What the unemployed can do during this time to position themselves for quick employment, and
Update on the stimulus package and the provisions related to employment and self-employment.

Business Prosperity During a Pandemic–Part VIII – a free Q&A Webinar – Thursday, April 9th, 1 pm to 2 pm MDT

During this webinar, small business leaders will answer your questions about how they are innovating in this climate and their tips for surviving – and possibly thriving! We’ll hear from Sally Gigliotti, Senior Vice President at Income Research and Management, Sara Khoudary, Founder of Entrepreneurs of Success, Nick O’Sullivan, Founder of Brothers BBQ and Nuggs Ice Cream, and Cara St. John, HMCC, Group Sales Manager at Fogo de Chão, about what their companies and teams have been doing to adapt to the current market we find ourselves in.

COVID-19: Dealing with the Emotional Ramifications of Advising Clients. Jody Padar, The Radical CPA, interviews Gretchen Pisano, CEO, pLink Leadership. Sponsored by Botkeeper,

Articles, Posts, Insights, and Hubs

Crisis management recommendations for CFOs by Ann Diddlebock

Personal financial (cash flow) hub from the NY Times

Investment strategies during a crisis by Alexander Kurov of Inverse (3/18/2020)

Overcoming the Impact of COVID-19 on Manufacturing & Distribution by Squar Milner

COVID-19 ‘Hot Half Dozen’ Things Small to Mid-Sized Companies Should Do Right Now by John Kogan of Armanino LLP

List Of Coronavirus (COVID-19) Small Business Relief Programs from Brianna McGurran, Advisor, Forbes

The COVID impact on innovation by Arlen Myers, President and CEO, Society of Physician Entrepreneurs

Innovating During a Crisis by Pete Foley of Innovation Excellence

Client Development in a Crisis: Be There for Your Clients…Now by Art Kuesel of Kuesel Consulting

Taking Action and Planning for a COVID-19 Recovery by Squar Milner