Latest on ERC: File Legitimate ERC Claims for Your Client 2 Credits
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
In mid-September, the IRS announced a moratorium on processing new employee retention credit (ERC) claims through at least December 31, 2023. Tax professionals should welcome this change, as the program has been overrun with wrongful claims (up to 95% wrongful claims recently, according to the IRS).
With this action, tax pros may think ERC is dead, or be afraid of putting in claims for clients who qualify. One thing to be clear on is, the program is still active. And, a legitimate claim is not a scam. There’s no reason for a client who legitimately qualifies to not apply.
This webinar covers the moratorium in detail, as well as recent IRS guidance on supply chain disruptions, and other “what’s new” topics. We have a deep discussion of ethics, in particular, what a tax pro should do if your client went to a credit mill and put in a wrongful claim. The IRS is going to be rolling out 2 options for businesses that made wrongful claims: one option is to withdraw the credit claim before it’s been processed, and the other option will be an amnesty program for businesses that made wrongful claims that have already been paid. Exact details are still pending, but we will talk about what we know. And, through it all, practitioners have ethical considerations and client relationship considerations. We then discuss aspects of qualifying for ERC: what is a shutdown? What is the gross receipts test? Who is a recovery startup? We will tackle the complex area of aggregating related businesses, and cover the impact of ERC on income tax returns.
Major Topics Covered:
Join this CE Tax Webinar, which is sponsored by ERC-PPP Tax Specialist, one of the original consulting firms in the ERC arena. We work exclusively with accounting firms and tax pros in consulting engagements with the firm or tax pro, to help determine ERC qualification, and to help you make a successful ERC claim for your client if the client legitimately qualifies.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-3PUPX) | 2 PDC | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1386) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649333) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322134) | 2 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-3PUPX) | 2 PDC | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1386) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649333) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322134) | 2 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-3PUPX) | 2 PDC | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1386) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649333) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322134) | 2 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-3PUPX) | 2 PDC | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1386) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649333) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322134) | 2 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01738-23-O) | 2 CE | Approved |
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Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.
Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.
He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting.
Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience.
He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics.
Jason was born and raised in Iowa and has a degree in corporate communications from Simpson College in Indianola. He has a big family that includes his wife, two sons, 5 cats and 3 dogs. Jason holds season tickets to University of Iowa football, and enjoys using his chainsaw. Topmost item in his 2022 bucket list is to learn how to properly ‘nose & taste’ whisky.
Imtiaz Munshi is a Certified Public Accountant with over 33 years of experience working with small- and medium-sized businesses and accounting firms. Munshi founded Azstec and his CPA firm was instrumental in designing and testing of Azstec’s docNCRYPT encryption and also providing IT Security advisory to many small and mid -size accounting Firms. Munshi is highly experienced in M&A, sales and acquisitions of businesses, strategic planning and transaction structuring. He has acted as CFO for client companies as well as managing companies he created. Munshi has a BA in Finance and Accounting from University of East London.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SB
I've been looking forward to Jason's webinar. He delivered. Fantastic detailed presentation from someone in the field. Appreciate the help understanding the ERC. Best, Steve Barrett CPA
TB
For a 2 hour timeframe, this was a very really useful session for me filled with great material. Both of the instructors were extremely knowledgeable and this was very informative.
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