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Is Patience Truly a Virtue? The Long-Awaited PPP Forgiveness Rules (For Now)
Webinar Description
Over the weekend, the Small Business Administration (SBA) and the Department of Treasury finally issued long-awaited Paycheck Protection Program (PPP) interim guidance on loan forgiveness to accompany the Loan Forgiveness Application issued a week earlier. The federal government also provided direction on the SBA’s process for review loan and loan forgiveness applications.

Please join AED’s Vice President of Government Affairs Daniel B. Fisher and Marc Johnson, Clinton Baker and Beth Swanson of K•Coe Isom for an update on the SBA and Department of Treasury’s interim final rules and what it means for equipment distributors.
Speakers
Daniel B. Fisher, Associated Equipment Distributors

Daniel B. Fisher is Associated Equipment Distributors’ (AED) vice president of government affairs. In this role, Fisher directs the association’s Washington, D.C.-based office and manages all aspects of AED’s advocacy and political programs, including serving as the association’s chief lobbyist and Treasurer of AED PAC. Fisher also supervises the association’s Canadian public policy efforts.

Prior to joining AED, Fisher was Senior Managing Associate at a boutique law firm, Obadal, Filler, MacLeod & Klein (OFMK). At OFMK, he represented trade association and corporate clients, including AED, before Congress and the administration on a range of public policy matters.

Fisher began his career on Capitol Hill, where he worked as a Senate Judiciary Committee counsel for Sen. Arlen Specter (Pa.). He was on the legal team that managed the confirmation of two U.S. Supreme Court Justices, led congressional investigations and handled a legislative portfolio that included litigation, products liability and medical malpractice reform issues.

Fisher received a Bachelor of Arts degree in political science and public policy studies, magna cum laude, from St. Mary’s College of Maryland and was captain of the varsity baseball team his junior and senior years. He also has a law degree from George Mason University’s Antonin Scalia Law School and is a member of the District of Columbia Bar Association.


Marc Johnson, K·Coe Isom

Marc proactively counsels business owners on financial and tax matters in order to position them well for growth and business succession. He works primarily with equipment dealerships throughout the United States, and has for over 20 years.

Working with dealership teams through decades of dramatic change, he enjoys helping as they grow in size, complexity, and value. He delivers operational and strategic planning that encompasses tax, estate, and succession considerations, as well as counseling through and merger and acquisition opportunities and transactions.

Approaching his work from an entrepreneurial standpoint, Marc sees the big picture and facilitates business growth for equipment dealerships nationwide. He’s often told he is a trusted team member, attending board meetings and providing forward-thinking advice to successfully address equipment dealership challenges, reporting needs, and goals.


Clinton Baker, K·Coe Isom

Clinton implements the triple planning model—an integrated process of strategic, estate, and succession planning—to grow equipment dealerships, whether organically, through acquisition, or by restructuring.

With deep equipment dealership knowledge, Clinton understands what OEMs expect from their dealership networks and how to meet those expectations. He presents innovative ideas that tap into the collective experience of all the best people at K·Coe Isom.

Serving as a business advocate, Clinton counsels owners with the financial facts, resulting in companies that are healthier and more stable over the long-term. For those who want to proactively plan for the future, Clinton engages, enlightens, and propels companies and their management teams in a common direction toward their goals.


Beth Swanson, K·Coe Isom

Beth is a senior associate with KCoe Isom. Originally from Wichita, Kansas, Beth recently moved to the Kansas City area.

Beth is a member of the firm’s National Tax Solutions team, specializing in advising business owners on employee compensation and benefits, tax strategies, reorganizations, and tax law changes. She also advises individual clients on estate planning, with a focus on helping family businesses transition to and thrive in the next generation of stakeholders.
Summary
Availability: On-Demand
Cost: FREE
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