Melissa Gragg and Joshua Lefcowitz discuss Estate Planning – Federal Gift Tax Valuations. Joshua is a partner at Cohen and Company and is a valuation expert in Pittsburgh, Pennsylvania. 

During this episode we speak with Mark Nicholas, a CPA and forensic accountant with a 28 person accounting firm in St. Louis as well as Bloomington and Decatur, Illinois. Melissa Gragg, business valuation expert and host of ValuationPodcast.com, discusses the Paycheck Protection Program or PPP Loans and the Economic Injury Disaster Loan Program or EIDL and the forgiveness process of these loans.

Mergers and Acquisitions or M&A During the Pandemic or Covid-19 – Jennifer Smith, Murphy Business Broker in Cape Girardeau Missouri - Melissa Gragg, business valuation expert, discusses the status of transactions during a pandemic or economic crisis.

Cares Act and SBA Loan Payments - As part of the Cares Act passed on 3/27/2020, borrowers of SBA acquisition loans closed/or funded by 9/27/2020 will have six months of their loan payments (principal and interest) made by the US government.