COVID-19 Courses | CalCPA Education Foundation

As guidance, regulations and the business landscape changes almost daily in response to COVID-19 changes daily, our learning team is partnering with experts to bring you the information you need to help guide your firm and your clients. Keep this page bookmarked, as new courses will be updated. (Note: All courses are webcasts.)

And stay on top of the developments by visiting our COVID-19 resource page and our COVID-19 state and federal government agency update webpage.

Free Nano Learning Courses | Presented by Thomson Reuters

Take advantage of bitlearning programs that will help you navigate the professional challenges of COVID-19. Please note that these courses do not qualify for CPE credit in California.

Documenting Paycheck Protection Program (PPP) Loans for SBA Audits and Loan Forgiveness Applications

In this program, we will discuss documentation in connection with loan forgiveness and the certifications. We will discuss risk assessment, record retention and advising clients to undertake at least some level of documentation to meet certifications. We will cover the 7 “deadly” certifications required for loan forgiveness, and the warnings given even if forgiveness is NOT requested.

  • Time: 1-2 p.m.
  • Credits: CPE 1
  • Dates: June 10

Calsavers Retirement Program and Overview of the SECURE Act: Are Your Clients Aware?

With the passage of the Secure Act and rollout of the CalSavers Retirement Savings Program, your clients may have asked you, or will be asking you, about the details of the program such as “what” and “when” they must take action. Join us for an overview of the details of this legislation so you are prepared to advise on solutions for your clients.

  • Time: 11 a.m.-Noon
  • Credits: CPE 1
  • Dates: June 18

Immigration 101 & Who is Not Getting Economic Impact Payments

This course discusses why immigration is relevant to California CPAs and official visa status and how to handle the related tax consequences. We will identify a client’s immigration status, residency and reporting requirements also what forms and reporting are required. Recognize implications of not accurately reporting various information returns as well as immigration-related potential consequences.

  • Time: 1-2 p.m.
  • Credits: CPE 1
  • Dates: June 24

Managing a Cash Crisis During the Pandemic

This self-study course addresses practical tips to help you and your organization to get through a cash crisis.