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2020 CARES Act: PPP Loan Forgiveness & Business Interruption Claims

Total Credits: 1.0 MCLE, 1.0 Kansas Credit

Practice Area:
Free COVID CLE Series |  Practice Management / Technology
Audio and Video
Access for 1 year(s) after program date.



This program focuses on the latest developments affecting the stimulus program, navigating loan forgiveness, and other opportunities provided in the CARES Act to give you the cash to sustain your busiesses and dealing with business interruption claims.

Steve Browne
Meara Welch Browne, PC, Kansas City
Preston Herman
Meara Welch Browne, PC, Kansas City
Cara Smith
 Meara Welch Browne, PC, Kansas City
Julie Welch
 Meara Welch Browne, PC, Kansas City

May 26 | Aimee GromowskyGromowsky Law, LLC, Kansas City
June 22 | Jeffrey P. Hine, Osburn, Hine & Yates, Cape Girardeau
August 10 | Lauren Rowe, Law Office of Lauren Taylor Rowe LLC, Parkville


DISCOUNT CODES: ETHICS - Max uses 1 | BIAS - Max uses 1 | LPM - Max uses 3


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Steve W. Browne's Profile

Steve W. Browne Related seminars and products

Meara Welch Browne, P.C

As partner of Meara Welch Browne, P.C., Steve Browne directs all aspects of annual corporate financial statement audits, pension, and health and welfare benefit plan audits. He has vast experience in the telecommunications, commodities, manufacturing and distribution, information technology, governmental and not-forprofit, textiles, construction, banking, health care, reinsurance and insurance agency, professional services, mortgage banking, agribusiness and brokerage industries.
In addition to his auditing work, Steve also handles highly complex forensic and fraud investigations. As of late 2019, he has incurred more than 15,000 hours directing numerous litigation and valuation engagements involving extensive preparation or analysis of damage calculation models, contract disputes and breaches, corporate veil issues, bankruptcies, and business and asset valuation models.
Steve has also served as liaison between computer programmers and operations management in developing system business rules/logic and implementing financial reporting requirements. In addition, he has directed dozens of fraud investigations involving extensive forensic accounting procedures, conducting interviews with suspected perpetrators and other client personnel and coordination of efforts and evidence with law enforcement authorities.
Steve is regularly called upon to serve as an expert witness for the federal government and the attorneys general of Kansas and Missouri, as well as several Fortune 500 companies and privately held organizations. He testifies on issues ranging from economic damage claims and business valuation to white collar crime and fraud.
A previous speaker and instructor for the Association of Certified Fraud Examiners and the Federal Bureau of Investigation, he has instructed dozens of continuing professional education courses for accountants and lawyers.
Steve received his Bachelor of Science in finance and accounting from Kansas State University and his master’s degree in economics from the University of Missouri – Kansas City.

Preston Herman's Profile

Preston Herman Related seminars and products

Audit & Consulting Manager

Meara Welch Browne, P.C.

In his day-to-day work, Meara Welch Browne, P.C. Audit and Consulting Manager Preston Herman manages and performs external audits, reviews, compilations and other agreed-upon procedures. Preston primarily works with companies in the manufacturing and distribution, engineering, governmental and not-for-profit, textile, construction, health care, insurance and renewable energy industries.
He is also a Certified Public Accountant, licensed in Missouri and Kansas, and is accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.
In his accounting and audit work, Preston manages and performs annual employee benefit plan audits; prepares financial statements and footnote disclosures in accordance with generally accepted accounting principles (GAAP); and reviews accounting processes and internal controls and makes recommendations for process improvements resulting in increased efficiency and stronger controls.
In addition to his audit and accounting work, Preston also participates in numerous litigation and valuation engagements involving extensive preparation or analysis. This includes analysis of damage calculation models, contract disputes and breaches, corporate veil issues, bankruptcies, and business and asset valuation models, among others. Preston also has experience with various fraud investigations involving extensive forensic accounting procedures, conducting interviews with clients, and extensive research into suspects’ personal and professional finances.
Preston graduated from Kansas State University, summa cum laude, with a degree in business administration: accounting and finance, with a minor in economics. He is currently pursuing a master’s in economics from the University of Missouri.

Cara L. Smith's Profile

Cara L. Smith Related seminars and products

Senior Tax Manager

Meara Welch Browne, P.C.

Cara L. Smith is a Senior Tax Manager at Meara Welch Browne, P.C., where she focuses on preparing and reviewing federal and state tax returns for individuals, partnerships, corporate entities and exempt organizations. She also consults on tax matters involved in business litigation, mergers and acquisitions, and estate tax and gift tax transactions, and represents clients under audit with the Internal Revenue Service.
As a Certified Financial Planner and a Certified Public Accountant, Cara advises clients on tax planning issues including fringe benefits, retirement plans and tax credits, among various other issues. In addition, she prepares tax accruals under the rules governed by ASC 740 (FAS 109) and FIN 48 analysis for audited corporate clients.
Cara attended Northwest Missouri State University, where she earned her Bachelor of Science in business administration and in accounting, as well as the University of Missouri – Kansas City, where she earned a master’s in accounting with focus on taxation.

Julie Welch's Profile

Julie Welch Related seminars and products

Managing Partner and Director of Taxation

Meara Welch Browne, P.C.

Julie A. Welch (Runtz) is the Managing Partner and Director of Taxation at Meara Welch Browne, P.C. She handles high-level, complex taxation matters for businesses, their owners, and high net-worth individuals to assist with strategies to minimize tax.
In her daily work, Julie consults on taxation issues including the areas of retirement planning, education planning, charitable and planned giving, employee benefits, and many other financial related areas.
She is also an active speaker and author on various tax, accounting and wealth management topics. In addition, Julie has co-authored and published “101 Tax Saving Ideas” with Randy Gardner, soon to be in its 11th edition.
Julie is an active member of numerous professional and community organizations, as well as a member of the Wolters Kluwer Financial and Estate Planning Advisory Board. She is also a frequent co-columnist for the Journal of Financial Planning and CPA Magazine .
A leader in her field, Julie has been recognized by local and national media, including the Kansas City Busine ss Journal , the Missouri Society of CPAs, the American Institute of Certified Public Accountants, Ingram’s magazine and the National Association of Estate Planners & Councils.
Julie earned her undergraduate degrees in accounting and business administration from William Jewell College, and her master’s degree in accounting, with a taxation focus, from the University of Missouri-Kansas City.

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