COVID-19 Webinars

We at Aldrich are here to help you manage the uncertainty and business implications of COVID-19. You’re invited to join us for a series of webinars, hosted by our expert advisors, on topics that matter most to you right now.

To help you navigate through the COVID-19 crisis, each installment will cover the latest updates that on regulatory changes and strategies that will affect your organization, enabling you to make better decisions in the midst of uncertainty. Join Aldrich professionals and other subject matter experts on our webinars, which are offered live and via recordings, at the registration links below.

Manufacturer’s Roundtable: Returning to Work and Employment Liability

Host: Schwabe, Williamson & Wyatt and Aldrich CPAs + Advisors
Slides: download here

On June 26, Schwabe and Aldrich led a manufacturing roundtable discussion where we discussed plans to return to work as COVID-19 restrictions lift, as well as how to limit employment liability.

In this webinar, Schwabe’s Jean Back covered potential claims that an employee can bring related to COVID-19 exposure, return-to-work plans and office staging and plans to help limit employer liability.

Business Continuity: COVID-19 Impact on Private Company Valuations and Mergers & Acquisitions

Host: Aldrich Capital and Vantage Point Advisors
Slides: download here

With businesses managing the adverse impacts of COVID-19, the Aldrich Capital team examined the new opportunities for partnerships and market consolidations.

Covered topics included M&A and capital market observations, deal activity and valuations updates since the COVID-19 outbreak, private equity trends and strategies for maximizing company value.

Manufacturing Roundtable Reviewing Paycheck Protection Program (PPP) Updates and Loan Forgiveness

Host: Schwabe, Williamson & Wyatt and Aldrich Manufacturing
Slides: download here

On Friday, June 5, presenters Carrie Sowders of Aldrich CPAs + Advisors and Charmin Shiely and Omar F. Contreras of Schwabe, Williamson & Wyatt led a roundtable discussion to review updates to the PPP, the new PPP Flexibility Act and other related considerations.

Covered topics included SBA guidance on the eight-week covered period, accessing the AICPA’s Loan Forgiveness Calculator, timing of PPP loan forgiveness, other loan considerations including Economic Injury Disaster Loans (EIDL), the Federal Reserve’s Main Street Lending Program (MSLP) and a review of tax considerations.

Work from Anywhere: Navigating the Post-COVID-19 Reality and What It Means for Your Business and Information Technology

Host: Aldrich Technology
Slides: download here

At the onset of the COVID-19 outbreak, companies and organizations everywhere suddenly shifted to operating remotely. They started holding virtual meetings and asking employees to tele-work presenting many challenges for productivity, IT systems, and security.

On Wednesday, June 3, Peter Adams of Aldrich Technology discussed how the use of technology can improve productivity, enable new capabilities, and mitigate risk. covered the emerging paradigm of Working from Anywhere and the implications on business and information technology.

Covered topics included talent management and productivity, activity based workspaces and offices, building flexible IT environments, IT security considerations, application selection strategy and data analytics.

Tax Resources: Paycheck Protection Program (PPP) Loan Forgiveness & Next Steps

Host: Aldrich CPAs + Advisors
Slides: download here

On Thursday, May 28, Carrie Sowders discussed steps for PPP loan forgiveness and other related considerations.

Covered topics included SBA guidance and the eight-week spend period, accessing the AICPA Loan Forgiveness Calculator, timing of PPP loan forgiveness, other loan considerations (EIDL and Main Street Lending Program) and a review of tax provision considerations.

Business Continuity: Navigating the Post-COVID-19 Reality for the “Great Return” for the Workforce & Legal Considerations

Host: Sun Life Financial and Aldrich Benefits
Slides: download here

Presenters Marjory Robertson of Sun Life Financial and Tracey Davis and Evan Cole of Aldrich Benefits focused on the workforce and legal considerations as they discussed new guidance, regulations and laws that employers must consider as a response to the new normal.

Covered topics included EBSA Disaster Relief Notice 2020-01, final rules from the DOL, IRS Notices 2020-29 and 2020-33, treatment of premium credits or refunds, legal and OSHA and ADA compliance considerations and practical strategy and legal considerations at the federal, state and local levels.

Business Continuity: Navigating the Post-COVID-19 Reality for the “Great Return” for Businesses

Host: Colliers International and Aldrich CPAs + Advisors
Slides: download here

On May 13, presenters Keith Perske and Brad Christiansen of Colliers International discussed navigating the physical re-entry into our organizations. Determining timing for a return to work and a priority plan for day one is crucial to successfully reopening businesses and getting organizations and their workforces back to their places of employment with confidence.

Colliers International is an international commercial real estate firm helping clients successfully find space that matches their businesses’ brand and needs.

Covered topics included insights and implications from Colliers International’s recent Global Workplace study, how to prepare the workplace and workforce for a safe return, how to re-imagine the purpose of the workplace, strategies for future workplaces and overall best practices for re-entry.

Tax Resources: The Impact of the CARES Act on Businesses Amid COVID-19

Host: Aldrich CPAs + Advisors
Slides: download here

On April 22, presenters Carrie Sowders, CPA and Bobby LaCour, CPA of Aldrich CPAs + Advisors discussed the changes from the CARES Act and the potential impact of updated tax legislation for your business.

Covered topics included an overview of the changes to Net Operating Loss (NOL) rules, employer payroll tax payment delay, employer retention credits, Alternative Minimum Tax (AMT) credit, technical corrections to qualified improvement property (QIP), changes to the interest limitation rules and increased charitable contribution limits.

Tax Implications of the CARES Act: Roundtable for Manufacturers

Host: Aldrich Advisors and Schwabe, Williamson & Wyatt
Slides: download here

On April 17, presenters Carrie Sowders, CPA of Aldrich CPAs + Advisors and Jennifer Campbell and Dan Eller of Schwabe, Williamson & Wyatt discussed several tax provisions put into place to help mitigate the financial impacts of the COVID-19 pandemic. With a focus on your bottom line, our experts led viewers through potential ways to collect cash now.

Covered topics included an overview of the CARES Act, the employer retention credit, changes to net operating loss, AMT tax credits and Paycheck Protection Program (PPP) loan credits.

Employer Resources: Changes to the Workforce Amid COVID-19

Host: Aldrich Benefits
Slides: download here

On April 15, presenters Tracey Davis and Evan Cole of Aldrich Benefits discussed what employers need to know about Families First Coronavirus Response Act (FFCRA) and its impact. Covered topics included a summary of the FFCRA, emergency family and medical leave, recent updates from the Department of Labor and other considerations for your organization.

Impact of COVID-19 on Retirement Plans

Date: Tuesday, April 14, 1:00-2:00 PT
Host: Aldrich Retirement Solutions
Slides: download here

On April 14, presenters David Strom and David Bretthauer of Aldrich Retirement Solutions discussed how COVID-19 may impact your retirement plan and deadlines that are fast approaching for contributions to cash balance and defined benefit retirement plans.

Covered topics included CARES Act relief, employee access to account balances, which plan administration and investment expenses the plan can pay, options for reducing employer contributions, employee 401(k) deferrals and considerations for plan termination.

CARES Act: How the Payment Protection Program Can Help My Business Through COVID-19

Host: Aldrich Advisors
Slides: download here

On April 8, Aldrich Strategist and Lending Specialist Sandi Gordon presented on how you may benefit from the Paycheck Protection Program through the Coronavirus Aid, Relief and Economic Security Act (CARES Act) and how it may help you with short-term cash flow needs.

This webinar covered an understanding of the CARES Act, a description of the Paycheck Protection Program (PPP), how to apply for the PPP Loan and other considerations for managing disruptions to your business caused by COVID-19.

A Manufacturer’s Guide to COVID-19 Employment Issues

Hosts: Aldrich Advisors and Schwabe, Williamson & Wyatt
Slides: download here

Aldrich Manufacturing Partner Carrie Sowders, CPA and Jennifer Campbell and Jean Back of Schwabe, Williamson & Wyatt held a virtual roundtable featuring insights about how COVID-19 is impacting manufacturers in Oregon and Washington.

The group covered the following topics and answered viewer questions: Stay Home, Stay Safe orders and social distancing requirements, the Family First Coronavirus Response Act (FFCRA), unemployment options and best practices for reduction in workforce, Warn Act notices and leadership in trying times.

Manufacturers Roundtable: Selecting the Right SBA Loan Strategy Amidst the COVID-19 Crisis

Host: Aldrich Advisors and Schwabe, Williamson & Wyatt
Slides: download here

Aldrich Strategist and Lending Specialist Sandi Gordon led a crash course in choosing the right small business loan, what the Paycheck Protection Program (PPP) is, how to apply for PPP loans and maximize relief funding for business longevity.