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Maximizing the Employee Retention Credit for Tax Year 2020 and Beyond


Cost $15.00
Presentation Length 1.5 hours

Recorded DateMarch 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course covers the Employee Retention Credit (ERC), which provides a refundable tax credit for eligible employers that experienced either a full or partial business disruption due to government orders in response to COVID-19, or had a significant reduction in gross receipts. 

We will focus on topics such as defining eligible employers per IRS notice 2021-20, examples of public health orders that restrict business operations, and identifying qualified expenses for small vs. large employers. 

Other topics to be discussed: 

  • Affiliated group rules

  • How the credit interacts with other federal wage-based credits

  • PPP loan forgiveness

  • How eligible employers claim the retention credit of up to $5,000 during 2020, or $28,000 during 2021, for each employee

  • Common errors to avoid in calculating and claiming the ERC to prevent delays in refund processing and approval

Learning Objectives:

  • Classify eligible employers

  • Identify qualified expenses

  • Recognize how to allocate wages between PPP and ERC to maximize benefits

  • Organize documentation to support the credit claimed

  • Determine how to claim the benefit on original or amended returns or as an advance payment

  • Identify tax return reporting requirements

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Matt Neuenswander is a Manager at Tanner LLC and has over seven years of experience in public accounting. He started his career with EY providing tax services to technology, pharmaceuticals, biotech, aerospace, and real estate companies. His experience at EY includes R&D and orphan drug tax credits, accounting methods, cost segregation, tax compliance, and ASC 740 audits. Before joining Tanner, Matt spent two years at CGI, a global IT consulting firm. He managed U.S. tax credits and incentives programs, including R&D tax credits, federal and state audits, job credits, state development grants, domestic manufacturing deduction, and fringe benefit analysis. Matt received his bachelor’s and master's in accounting at Brigham Young University. He is licensed as a CPA in Utah and a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.


Shawn Marchant

Tanner LLC
Tax Principal
(801) 532-7444

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Shawn Marchant is a tax principal at Tanner LLC. For more than 20 years, he has been advising clients regarding federal and state tax credits and incentives, primarily in the area of research credits. His experience ranges from initial scoping through project implementation and delivery, project management, IRS and state audit support, and evaluation of benefits for financial statement presentation. Shawn spent 16 years with the Big Four, most recently with Ernst & Young in the southeast region. He began his career in Deloitte’s national R&D tax credit group and spent two years in its accounting methods and periods national practice group in Washington, DC.

A frequent speaker on the R&D credit, Shawn is an attorney licensed in California. He received a JD from BYU J. Reuben Clark Law School and an LLM (Tax) from Georgetown University Law School.

About Our Presenter

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At Tanner, their purpose is to serve. Each day, they make a positive impact in the lives of all those with whom they interact. They dazzle clients by being on time and on budget with no surprises.