2021 Tax Refund Bonanza for all Businesses Including PPP Recipients

4.4 (541)

Jamie Pope

Addicus Family Office

Tuesday, March 09, 2021 | 03:00 PM EST

  • AFSP
  • CPA
  • CVA
  • EA
  • Tax Pros
  • CTEC
  • CFE

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Federal Tax Update for Oregon Tax Preparers

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

earn your salt : comprehensive state and local tax

(2)

Jan 26, 2021 | 12:00 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

introduction to excel pivottables

(11)

Feb 22, 2021 | 10:30 AM EST View Details

tax practitioners ethics - latest

(4124)

Mar 01, 2021 | 12:30 PM EST View Details

excel accountant: speed tips part 1

(6)

Mar 03, 2021 | 09:30 AM EST View Details

qbo: build right chart of accounts - base for accounting and reading financial statement

(160)

Mar 03, 2021 | 09:30 AM EST View Details

12 powerful tax saving strategies for your small business owner clients

(12)

Mar 03, 2021 | 09:30 AM EST View Details

creative collection techniques best practices in accounts receivable collection

Mar 03, 2021 | 09:30 AM EST View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(82)

Mar 03, 2021 | 10:00 AM EST View Details

how to maximize itemized deduction (latest 2021)

(63)

Mar 03, 2021 | 10:00 AM EST View Details

practical guide to fraud 2020: including cash, inventory & general frauds

(35)

Mar 03, 2021 | 10:00 AM EST View Details

Additional Dates

Mar 04, 2021 | 03:00 PM EST Register
Mar 18, 2021 | 03:00 PM EST Register

Course Description

This is a time-sensitive topic for learning how your clients, even those who received PPP dollars, could now be eligible for Employee Retention Credits tax refunds due to expanded eligibility rules.

On December 27th, the second Coronavirus relief package was signed into law. This law contains significant enhancements to the Employee Retention Credit (ERC) enacted under the CARES Act! Some clients who don’t meet the decline in gross receipts threshold may still qualify. The webinar will outline the new, more robust, qualification rules which will put significant refundable tax credits into your client’s bank accounts. For some, up to $19,000 per employee on the payroll. 20 employees, $380,000 of refundable credits.

The new administration has proposed significant spending and tax law changes that will be addressed by Congress in short order. These proposed changes mostly affect individuals and are in the form of new or expanded credits for families and even some for low-income individuals.

We will cover the most important of these tax changes so you will be prepared to answer client’s questions and tax plans for many in 2021.

Key topics: 

  • The new robust qualifications of the ERC credit even for PPP recipients. Up to $19,000 per employee.
  • How even PPP recipients, as well as those who do not meet the gross receipt decline ratios, may still qualify. This is huge!
  • Review proposed individual tax credits by the new administration. These could affect millions of Americans.
  • How to accelerate real estate tax deductions into 2020 and perhaps receive tax refunds. These benefits are temporary and must be taken now.
  • How to defer capital gains by using a self-directed Opportunity Zone Fund, newly expanded benefits are now available for the tax deferral benefits.
  • How to take full advantage of the temporary tax benefits of the CARES Act.
  • How to roll multiple future years of charitable tax deductions into the current year, and only give a single year’s donation now.
  • How to plan for ROTH IRA conversions under current favorable tax law.

The benefits of attending this webinar include knowledge and strategies which have meaningful impacts on your clients for years to come.

Learning Objectives

  • To identify opportunities for qualification of the expanded ERC credits. We are identifying multiple new qualifiers daily.
  • To explore potential expanded tax credits for individual clients in 2021. To identify and recognize significant tax savings still available for 2020.
  • To recognize the benefits of qualified opportunity zones and how to defer capital gains taxes now and perhaps forever.
  • Identify which clients are good prospects for accelerated real estate tax deductions into tax year 2020.
  • To identify tax refund opportunities provided by the CARES Act.

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Tax Professionals

Testimonial

4.4

(541)
53%
36%
11%
1%
0%

RC

Good course that summarizes all you need to know about PPP and other tax reductions. ..clearly laid out the credit concepts for us tax CPA's that try to avoid Payroll details!

MD

There was a lot of material presented. Probably could've used more time, but having the slides I was able to take notes on the relevant items for me. Very good presentation

RPSC

THIS WEBINAR WAS DIFFERENT. AND THE BEST WE HAVE ATTENDED, WHERE WE MANAGED TO LEARN , SOMETHING NEW, ALTHOUGH IN THE TIME AVAILABLE, THE SPEAKER CANNOT POSSIBLY TEACH EVERYTHING !

MS

The webinar was full of great learning experiences in different styles. I would have joined for a longer webinar had I known the value beforehand. I am confident that I shall attend more webinars by Jamie on MyCPE.

CF

The webinar was just what I was looking for! I have received great information on PPP updates and ERC and inputs for my practice. I think this will work..! Thank you Jamie for the wonderful webinar.

SO

GOOD