(Additional Fee)

In this session, you will learn what CPAs need to know to wisely advise their clients prior to and during loan modifications and workouts:
- overview of the general planning considerations that exist during a loan modification/workout
- pre-workout risks and tax strategies
- triggering events and other important factors that impact workout strategies
- various types of workout resolutions and tax implications of each
- how eviction moratoriums, stimulus aids and other governmental regulations are affecting these processes
- walk-through of workout scenarios, lender responses and tax implications