A new SBA PPP notice provides information about the required procedures for changes in ownership of an entity that has received Paycheck Protection Program (PPP) funds. The notice outlines when permission or escrow arrangements will be required to allow borrowers to have changes in ownership or transfers of assets without being in breach of PPP loan rules. Together we will explore the notice and its implications.
Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.
Mr. Gassman speaks at many tax conferences, national programs, and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute, and at many other conferences and webinars.
Brandon Ketron is an associate at the law firm of Gassman, Crotty, and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016, where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. He received his undergraduate degree from Roanoke College, where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is licensed to practice law in the State of Florida and is a licensed CPA in Florida and Virginia.
Kevin is the managing member partner of C&L Value Advisors, LLC. His primary focus in the firm is working with business owner clients, providing comprehensive accounting, tax preparation and planning, and advisory services. Kevin has presented over 200 programs to individuals and business owners on topics including tax planning, estate and retirement planning, business development, and more.
Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.
Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.