CPAacademy.org | EMPLOYEE RETENTION CREDIT: SEPARATING FACT FROM

Content Provider

Handout Materials

Presentation Slides

Additional Materials

Webinar Technical FAQs

Employee Retention Credit: Separating Fact from Fiction

Taxes

EMPLOYEE RETENTION CREDIT: SEPARATING FACT FROM FICTION

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateFebruary 5, 2024

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaTaxes

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Small Business Owner

Course Description

This webinar is ideal for CPAs, accounting professionals, and tax practitioners who are being inundated with Employee Retention Credit (ERC) requests from their clients. Over the past three years, your clients have been subject to endless ERC marketing, as well as confusing and conflicting information online, including on the IRS website itself.

In this webinar, we will discuss the common questions accounting professionals receive from their clients and cover how you can help your clients sort fact from fiction. This webinar will provide an overview of the most common client misperceptions and how to best navigate those concerns. We will explain the current state of IRS activity concerning the Employee Retention Credit and what that activity could mean for the program moving forward.

Learning Objectives:

Identify common questions accounting professionals receive

Determine how to best navigate the most common client misperceptions

List the current state of IRS activity concerning Employee Retention Credit

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Adam Taplinger

Experian Employer Services
Director, Business Development
adam.taplinger@experian.com

Adam leads the Experian Employee Retention Credit (ERC) business development team, is one of the founders of the ERC business at Experian Employer Services, and established many of the eligibility and calculation procedures procedures for the program. He has presented at dozens of events and webinars about ERC to large groups and organizations, including the U.S. Chamber of Commerce. Adam has over 20 years of corporate finance and tax experience, including as Director of Finance for J.Crew Group. He previously worked as an investment banker for Daiwa Sumitomo Mitsui Banking Corporation, Sagent Advisors, and several others.

Matt Kelley

Experian Employer Services
VP, Tax Consulting Solutions
matt.kelley@experian.com

Matt supports clients in maximizing the new Employee Retention Credit, securing over $300M since its passage in March 2020. He has 15+ years of experience serving clients in international tax, state and local tax, and tax credits and incentives. Previously, Matt served as Ernst & Young’s East Region Workforce Services Market Leader, focused on employment tax, Affordable Care Act compliance, and employment-related tax credits and incentives.

About Our Presenter

Serving Employers, Serving Employees. Our team, of 600 specialists, is building together a new approach to Employer Services. We offer critical solutions that HR, tax, and payroll professionals count on to manage their employees through all stages of the employment lifecycle. We serve 3,500 employers covering 30 million employees. Experian Employer Services helps employers eliminate operational burdens and reduce operating costs while improving compliance with federal, state, and local employer requirements. We offer a full suite of HR, tax, and payroll solutions through our client-first approach with unmatched expertise:
•   HR solutions: Employment & Income Verification Fulfillment. ACA Reporting. I-9 Management. Compliance Library.
•   Tax solutions: Unemployment Management. Employment Tax. Tax Credits & Incentives.
•   Payroll solutions: Tax Withholding. Tax Statements. Pay Statements.

We provide a trusted, compliant, outsourced solution for HR/Payroll/Tax administration functions with a hands-on, service-oriented approach. Our true focus is on constant improvement and a relentless spirit of innovation with people front and center. And ultimately, making it so that consumers can continue to move forward — in their careers and during life’s big moments.