The Employee Retention Credit and its Interaction with Other Credits & Incentives

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • MRTP
  • CFIRS
  • CWS
Completed
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Learn about the interplay between the employee retention credit and other credits and incentives such as the R&D tax credit, WOTC, FFCRA, PPP1 and PPP2 .

Learning Objectives

  • To discuss how the FFCRA impacts the way ERC is calculated and the application process
  • To discuss how to maximize the ERC without jeopardizing payroll calculations usually reserved for the R&D credit.
  • To discuss the most recent analysis on rules and regulations for claiming ERC.
  • To discuss how businesses that have taken Payroll Protection Program (PPP) loans can still benefit from ERC.
  • To discuss the criteria for claiming ERC when also claiming the R&D tax credit or PPP with two case study examples.

Recommended For

  • This IRS approved CE course is recommended for all the CPAs, EAs, AFSPs and other tax professionals involved in tax planning for their clients
  • This online CPE webinar is a must-attend for any professionals looking to learn how to apply ERC along with other credits and incentives.
  • This SHRM and HRCI approved CPE/PDC course will prove very insightful for HR Professionals.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Human Resources Manager
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Personal/ Human Resources for SHRM Professionals (Approval No. 21-34GS7)
  • 1 RCH Credit of Personal/ Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 562865)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00564-21-O)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0542)
  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00564-21-O)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00564-21-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Randy Crabtree, CPA

Co-Founder, Tri-Merit Specialty Tax Professionals

Randy Crabtree, CPA, co-founder and partner of Tri-Merit Specialty Tax Professionals,is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.

About Company

Tri-Merit Specialty Tax Professionals

.

BE MORE CONFIDENT IN WHO YOU TRUST TO ADVISE YOUR CLIENTS.

Tri-Merit serves as an extension of the CPA’s advisory team to reinforce the CPA’s role as a trusted advisor, while helping taxpayers increase cash flow through specialty tax incentives.

With knowledgeable professionals including engineers, CPAs and attorneys working on their behalf, firms that work with Tri-Merit receive an honest assessment of qualifying activities and peace-of-mind knowing that audit defense is included with every study.

CPA firms that work with Tri-Merit also have happier clients thanks to proactive recommendations, responsive service, and an efficient yet flexible process. Tri-Merit makes it easy to access the information and tools you need to better serve existing clients, penetrate new markets and grow your firm.

R&D tax credit | Cost segregation | 179D | 45L | Employee Retention Credit 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

519 Ratings

Excellent

297

Very Good

191

Average

29

Poor

2

Terrible

0

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DC

Donna Cox, EA

Jun 23rd, 2021

This is one of those programs I would like to revisit; after hearing it, applying it to my situation, I would like to listen again for the things I might have missed first time around. Great progam.

DP

Douglas Pepin, AFSP

Jun 23rd, 2021

Randy is a very skillful and qualified subject matter speaker from what I have seen, he seems to be among the best. His information was relevant and easy to understand.

SH

Sheldon Harding, CPA (US)

Jun 24th, 2021

very good introduction to these credits and the instructor and company are good contacts on complications for documenting the reason businesses qualify for the credits.

MG

Michelle Gregonis, CPA (US)

Jun 23rd, 2021

An excellent speaker from myCPE on a timely topic that applies to so many businesses. The webinar was informative and the speaker responded to questions in the chat.

TW

Timothy Watson, CPA (US)

Jun 23rd, 2021

This session was very informative and will have an immediate impact upon how my firm handles our own ERTC and the potential ERTCs for our clients.

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The Employee Retention Credit and its Interaction with Other Credits & Incentives

FREE

1 Credit

Subject Area

Taxes

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