Host: Smith Anderson Law Firm – Armand Perry

Topic: PPP loan forgiveness updates and payroll tax deferral considerations

We will cover –
- General update on status of PPP loan forgiveness guidelines
- Loan forgiveness application timeline considerations
- Additional process for forgiveness applications for loans of $2 million and greater
- Impact of PPP loans on M&A transactions
- Payroll tax deferral issues

Speakers: Peter Bosman, Partner, Smith Anderson and Liz Broadway, Partner, Hughes Pitman & Gupton

Liz Broadway - Liz has 24 years of experience in public accounting. She joined Hughes Pittman & Gupton, LLP in November 2006 and became a partner in 2013.

Liz is a Partner in the Firm’s tax practice and is the hospitality segment leader. She is also the tax team leader. She works with clients in a variety of industries including hospitality, software and other technology services, manufacturing and distribution including e-commerce, professional services and other companies with a focus on sustainability. Her experience in these industries includes business consulting, tax planning and projections, transactional analysis and corporate, partnership and individual income tax compliance, including multistate taxation.

Peter Bosman - Peter joined Smith Anderson in July 2012. He focuses his practice on domestic and international finance transactions, including acquisition financing, asset-based financing and real estate financing. Peter has experience in a variety of commercial transactional matters, including secured and unsecured credit facilities, corporate securities, real estate acquisitions, and other debt and equity investments. He has also devoted considerable time to pro bono work in the areas of special education advocacy and representation of non-profit entities and to volunteering in youth athletics.

Prior to joining Smith Anderson, Peter practiced finance law in the Chicago office of an international law firm.
Agenda:
•12:30 pm - We welcome members and guests to log in at 12:30 pm to have an totally informal networking chat with no specific agenda. Just a time to meet as we used to prior to our meeting which will start at 12:45 pm.

•12:45 pm – The meeting starts here. We will use about 15 minutes before the speaker to thank our host, make some announcements, and discuss how the Zoom meeting will be handled and how you can participate.

•1:00 pm – The speaker will talk for about 45 minutes to an hour saving some time for questions to be submitted via “Chat” or through the email addresses below.

Directions/Parking: Park yourself in a comfortable chair or at your desk. This is VIRTUAL. Dress is very casual.

About the Raleigh, NC Chapter:
The Raleigh chapter has over 1,000 members and meets monthly, under normal conditions, on the 2nd Wednesday of each month from 6:00 pm until 8:00 pm. Meeting locations vary so be sure to double check this each month. Guests and prospective FENG members are always welcome. First-timers are given the opportunity to introduce themselves to the other chapter members. Most meetings include a speaker and current topic of interest to our members.

“See you” on my computer screen for the FENG meeting on Thursday, August 13th.

Have a great week.


Best Regards,
Ted Bachman, Chairman
Raleigh FENG Chapter

(919) 606-3477 (Business/Cell) or (919) 217-9588 (Home)
Email: [email protected]
Website: http://BachmanAssoc.com
LinkedIn Profile: http://www.linkedin.com/in/tedbachman


Raleigh Chapter Leadership:

Ted Bachman, Chairman
[email protected]
(919) 606-3477

Jack Finley, Co-Chairman
[email protected]
(919) 832-5130