CPAacademy.org | EMPLOYEE RETENTION CREDIT 2.5 YEARS LATER:

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EARNED INCOME TAX CREDIT
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HOME OFFICE DEDUCTION
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EDUCATION TAX BENEFITS
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EMPLOYEE RETENTION CREDIT 3 YEARS LATER: OPPORTUNITIES, UPDATES, AND PITFALLS
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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2023 ANNUAL TAX SEASON UPDATE
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Employee Retention Credit 2.5 Years Later: Opportunities, Updates, and Pitfalls

Taxes

EMPLOYEE RETENTION CREDIT 2.5 YEARS LATER: OPPORTUNITIES, UPDATES, AND PITFALLS

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Webinar TranscriptionN/A

Presentation Length Hour(s)1.0 hour

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-01294-22-S

Course LevelBasic

Instructional MethodQAS Self-Study

PrerequisitesNone

Advance PreparationNone

Recorded DateJanuary 11, 2023

Date OfferedJanuary 11, 2023

Expiration DateJanuary 11, 2024

Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent

Series: Women in Accounting

Course Description

From the passage of the CARES Act in March 2020 to today, the Employee Retention Credit (ERC) has continued to provide small to mid-sized employers with much-needed infusions of cash flow. CPAs and tax practitioners have seen the development of guidance, filing pitfalls, and shameless promotions of ERC services by non-professional pop-up firms. This webinar is designed to provide an overview of where we stand now.

Learning Objectives:

Give examples of pitfalls in non-revenue qualifications—specifically addressing supply chain qualifications, aggregated claims, and the 10% bright-line test

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.

FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Handout Materials

Presentation Slides

Additional Materials

Webinar Technical FAQs

Review Questions

Review Questions
QUESTION 1: 0:07:06 minutes
QUESTION 2: 0:13:25 minutes
QUESTION 3: 0:27:44 minutes

Frequently Asked Questions

CPAacademy self-study courses are online.
The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
Per NASBA guidelines, you have one year from date of purchase to complete each program.
Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
Print your own certificate of completion on the spot upon passing the exam.
Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Review Questions
Final Exam

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Catherine Tindall

Dominion Enterprise Services
Strategic Tax Planner, Partner
ctindall@dominiones.com
(603) 693-7901

Catherine is one of the partners at Dominion Enterprise Services, a specialty CPA firm that works with other firms and their clients to maximize their tax credits. Dominion was recently featured by Intuit for their work with the Employee Retention Credit. Unlike typical tax professionals, Catherine specializes in advanced tax reduction on top of routine tax compliance work. Her goal is to provide clients a return on investment for her tax credit work.

Skyler Kressin

Archer Strategic Advisors
President and CEO
skyler@archerstrategic.com

Skyler Kressin is the President and CEO of Archer Strategic Advisors and was recently featured by Intuit for his work with the Employee Retention Credit.

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About Our Presenter

Dominion Enterprise services is a full service CPA firm providing tax planning and consulting alongside our specialty tax credit processing. By combining the expertise of thier consulting practice with the proprietary software automations they have developed, DES is able to process tax credits like the Employee Retention Credit both quickly and accurately.