Covid-19 Resources

PPP Loan Forgiveness Application Process 7.9.20

Jessica Dorsett and Paul Polito presented the PPP loan forgiveness applications, including qualifiers for the EZ form, review of safe harbors and highlights of other related matters.

We were joined by Dan Yates of Endeavor Bank who gave a banker’s perspective and a review of the portal for their clients.

Presentation slides can be found here

Endeavor Bank PPP Loan Forgiveness Slides

Disclaimer – This information is based on our interpretation of the laws and rules issued as of 7/9/20. Information and rules are changing regularly and should be closely monitored and discussed with your advisers.

PPP Loan Update 6.23.20

San Diego North Economic Development Council hosted Jessica Dorsett and Paul Polito in a webinar on the recent changes to the PPP loan program through June 23, 2020.

Presentation slides can be found here

Disclaimer – this information is based on our interpretation of the laws and rules issued as of 6/23/20. Information and rules are changing regularly and should be closely monitored and discussed with your advisers.

PPP Loan Forgiveness 5.28.20

Paul Polito and Jessica Dorsett presented a webinar reviewing the PPP Loan Forgiveness application and rules as of May 28, 2020. We were joined by Nichole Kensora of Comerica Bank who reviewed other SBA lending opportunities and changes.

5/28/20 PPP loan webinar PowerPoint slides

Disclaimer – this information is based on our interpretation of the laws and rules issued as of 5/28/20. Information and rules are changing regularly and should be closely monitored and discussed with your advisors.

PPP Loan Webinar

Paul Polito and Jessica Dorsett presented a webinar on April 30, 2020.

It was hosted by the San Diego North Economic Development Council (SDNEDC) and covers PPP Loan Best Practices and Calculating Loan Forgiveness.  Watch Webinar here

PPP Loan Consulting Services

We have spent hours researching and advising clients regarding the Payroll Protection Program.  We have developed a template to allow businesses to budget, forecast and calculate the loan forgiveness in accordance with SBA guidance.  If you are interest in the PPP loan forgiveness template and/or consulting services, please complete the interest form and we will contact you within 1 business day.

( Note: if you prefer to download a .PDF form directly to your computer, CLICK HERE. Please e-mail the completed form to Mary at mmm@politoeppich.com. )

This short video provides an overview of the template we have developed to assist clients in the budgeting, forecasting and calculation of the loan forgiveness application.

100 E San Marcos Blvd. Ste. 100, San Marcos, CA 92069 | Phone (760)-599-9900 | Fax (760)-599-9911 | info@PolitoEppich.com

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