CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Employee Retention Credit In-Depth

  • AFSP
  • CFP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • SHRM
  • CTEC
Employee Retention Credit In-Depth

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00403-21-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0404)

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

2 PDC credit for SHRM Certified Professionals (Approval No. 21-KV6DN)

2 RCH credit for Certified Payroll Professional (CPP) (Approval No. 21CPE002)

2 RCH credit for Fundamental Payroll Certification (FPC) (Approval No. 21CPE002)

2 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-U-00403-21-O)

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

2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00403-21-O)

2 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 289996)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The Consolidated Appropriations Act, 2021 expanded the Employee Retention Credit (ERC) for 2021 and opened the door for retroactive credit claims for 2020. The prior restriction on businesses with PPP loans not being able to claim the ERC was lifted, retroactively back to the beginning of the ERC in March of 2020. The legislation created two worlds: one for 2020, and then major changes for 2021. 

This online CPE webinar for CPAs, EAs, and Tax Professionals will cover the latest updates, show comparisons between 2020 and 2021, and discuss how the lifting of the PPP restriction that comes with caveats is still good on certain aspects. The continuing education course will also discuss income tax considerations relating to ERC claims because the allowable amount of deductions is reduced by the amount of credit received.

This online CPE webinar covers the following key topics:

  • ERC in general
  • ERC for 2020
  • LATEST ERC for 2021
  • Meeting the "shutdown provision"
  • Meeting the gross receipts test
  • What is the employee count for ERC purposes?
  • What are wages?
  • Calculating the credit
  • Interaction between ERC and PPP
  • Income tax considerations
  • Case studies and filled out forms


This CPE webinar with the Latest updates on Employee Retention Credit is recommended for business owners as well as CPAs practicing in the area of taxation as well as tax professionals. It is also suitable for Human Resource managers. 

Learning Objectives

  • To define ERC
  • To examine the differences between 2020 and latest 2021 versions of the ERC
  • To discuss how to calculate employee count and determine wages
  • To discuss how to calculate the credit
  • To discuss how to make retroactive claims

Who Should Attend?

  • Business Owner
  • Certified Financial Planner
  • Certified Fraud Examiner
  • Certified Payroll Manager
  • Certified Valuation Analysts
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • HR Professionals
  • Human Resources Manager
  • Payroll Compliance Practitioner
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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    [average] => 4.5736
    [no_of_record] => 1719
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4.6

(1719)
63%
32%
4%
0%
0%

ML

This Tax Topic seems to be ever changing & has been difficult to pin down the real spirit of the intent in assisting those who kept business running under vast changes and limitations of Covid19, in addition to those who kept as many employees as possible on the payroll, even if many were carrying on much less work & duties limited by Covid19. Thank you for making a great effort at providing a class on this.

DS

I can't overstate how wonderful the presentation was and that the presenter's delivery was clear and effective. Presenter's materials r answered all the questions I had before attending the seminar.

DJ

A to-the-point webinar. I had my doubts that Jason would be able to pull off the topic of ERC for an hour but I am glad I was wrong. For an hour of timeslot, the instructor did an incredible job fitting unbelievable information

LL

The content was outstanding. Every presenter needs to imbibe the presentation and teaching skills that Jason has. A very detailed webinar driven by a plethora of examples. Thank you Jason.

RS

Loved the way Jason explained ‘calculating the credit’. A thorough professional and highly skilled presenter indeed. Looking forward to attending many more seminars by Jason. I finally have a website I can turn to for my CPE credits.

KB

Jason leads by example. The case studied he showed as well as the flow of the entire webinar were a joy to be a part of. Definitely coming back for more. Thanks, Jason.