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Two Truths and a Lie: What You Need to Know About the ERC

Available Until

OSCPA On Demand

On Demand, OK 00000

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1.00 Credits

Member Price $45

Non-Member Price $30

Overview

Presented by a tax credit and incentives services provider that has been in the business since 2002. Includes recent commentary from a July 2023 conference with the IRS Commissioner.

Please Note: This event was originally recorded on 8/22/23. Course must be completed prior to 4/30/24 for credit.

Highlights

 

Prerequisites

None

Designed For

CPAs

Objectives

  • Truths -- Related to the gross receipts test and the shutdown provision
  • Lies -- Related to OSHA and Supply Chain Disruption
  • How to steer clients in the right direction and away from IRS scrutiny and penalties, serving as their trusted advisor
  • Tips on protecting your client against ERC Mills and the IRS by reviewing agreements and confirming the qualification process has been done
  • What obligations CPAs have to their clients related to the ERC
  • How to advise your clients who has erroneously received the ERC
  • Confirmation of Statute of Limitations dates

 

Preparation

None

Notice

 

Leader(s):

Leader Bios

Kate Davis, TaxCredible

Kate Davis joined the TaxCredible team 10 years ago and serves as an Account Manager. She partners with CPAs to help their clients discover various state and federal incentives that reduce their tax burdens. Prior to joining TaxCredible, Kate was a Commercial Lender with SunTrust Bank.

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Stephen MacNeil, TaxCredible

Stephen MacNeil joined TaxCredible as the Director of Operations in 2021 and now serves as their Chief Knowledge Officer. He has led the firm’s Employee Retention Tax Credit and Georgia State Credits teams. Prior to joining TaxCredible, he was a tax director for ADP, The Howard Hughes Corporation, and General Growth Properties.

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Non-Member Price $30

Member Price $45