Latest ERC Course to Maximize your PPP and ERC Benefits

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

A Quick History

4 mins
ERC 2021

11 mins
What Wages Qualify?

17 mins
Allocation of Staff Wages

23 mins
Application of Wages to PPP first

35 mins

Course Description

If you have both the Paycheck Protection Program funds and qualify for the Employee Retention Credit, you need to be strategic in your application of these two programs to your business to ensure that you are maximizing your benefit from these two programs. In this online CPE webinar, we will go through these two programs and discuss how to structure your application of wages between the two programs to maximize your financial benefit.

Calculating Paycheck Protection Program (PPP) loan forgiveness and the Employee Retention Credit (ERC) for your business might be complex, but maximizing your benefit doesn’t have to be. It all comes down to finding the right strategy. This online CPE webinar on tax planning will help you to learn the most important considerations to make sure you don’t leave any money on the table.

Key topics:

ERC in general
ERC for 2021
What is the employee count for ERC purposes?
What counts as non-payroll costs
Interaction between ERC and PPP
Income tax considerations

Learning Objectives

To Discuss the Paycheck Protection Program and Employee Retention Credit
To Review examples of different approaches and allocations of staff wages
To Identify other considerations when applying wages to the PPP and ERC

Who Should Attend?

Annual Filing Season Program
Bookkeepers & Accountants & Tax Preparers
California Registered Tax Professional
Certified Financial Planner
Certified Payroll Manager
Certified Public Accountant (CPA)
CFO/Controller
Enrolled Agent
Human Resources Manager
Maryland Tax Preparers
Oregon Tax Preparers
Risk Managers
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros

Course Qualification

Webinar Qualifies For

1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0508)
1 PDC Credit for SHRM Professionals (Approval No. 22-DEQJJ)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583558)
1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-U-00510-21-S)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit for Certified Internal Auditors (CIA)
1 CE Credit for Annual Filing Season Program (AFSP)
1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00510-21-S)
1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00510-21-S)
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 :

QAS Self Study
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

Megan Angle

Partner, Porte Brown

Megan Angle is a Partner with Porte Brown’s not-for-profit and audit & review services teams in the Elk Grove Village office. She has more than twelve years of experience providing tax consulting, accounting, and audit services for individuals, nonprofit organizations, and closely held businesses. She co-leads Porte Brown’s Not-for-Profit team and is also an integral leader of Porte Brown’s Audit Services team. Since the pandemic hit, Angle has been heavily involved with assisting clients with the ins and outs of the Paycheck Protection Program (PPP) and related COVID-19 business stimulus programs. Megan is the Chair of the Illinois CPA Society’s Not for Profit Committee, Board President for the Tri-Town YMCA and is a board member with her local chamber of commerce among other involvements. Prior to joining Porte Brown, Angle had 4 years of industry experience working for a Not-for-Profit organization while completing her college education. As such, she brings a unique perspective to her work. Megan lives in the Chicagoland suburbs with her husband and two children.

About Company

Porte Brown

www.portebrown.com/

Porte Brown LLC is a full-service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For more than 75 years, Porte Brown has focused on providing the highest level of service to individuals, businesses, and organizations throughout the region. In addition to the traditional accounting services such as tax planning and preparation, audit, business valuations, and retirement plan administration. Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments.

Faq

FAQs content

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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.
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