Employee Retention Credit: What You Need to Know

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The Employee Retention Credit (ERC) is a temporary refundable payroll tax credit available to qualified employers for 2020 and 2021. In this webinar, we will discuss what this credit was designed to do, to whom it applies and the best approach for obtaining the maximum credit available. The potential ERC benefit was supercharged by the Consolidated Appropriations Act which introduced new mechanics and thresholds and lifted the ban on businesses receiving PPP loan forgiveness from being eligible for the credit.

Who Should Attend: Financial, Tax, Credit, Compliance, and Accounting Professionals

Learning Objectives

  • Learn how both for-profit businesses and tax-exempt organizations can claim the ERC if they are experiencing a significant decline in gross receipts or a shutdown by government order
  • Explore which businesses who may not have previously considered the ERC in 2020 due to eligibility requirements can now qualify for the ERC retroactively in 2020
  • Discover the analysis necessary to maximize the benefits of the ERC while considering the impact of PPP loan forgiveness and other tax credits

Speakers

Charles J. Frago
Principal 
Wolf & Co.
Charles is a principal in Wolf’s Tax Group and leads the Firm’s Connecticut Financial Institutions Team, where he’s responsible for the successful delivery of tax compliance and planning services to clients. He joined Wolf in 2012 after spending over 30 years in a Big 4 accounting firm, and has experience providing services to mutual and publicly held financial institutions, as well as leasing and real estate companies.

Rebekah J. Purrazella
Senior Manager
Wolf & Co.
Rebekah manages tax consulting and compliance engagements for mid-sized companies across a wide variety of industries. She has extensive expertise in compliance with Federal and state filing requirements, as well as other complex tax planning matters. Rebekah has over 9 years of experience in the field and prior to joining the Firm, worked for Harper & Pearson Company, P.C. in Houston, TX.
 

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association 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.

Register

Click here to register online