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Mastering the Employee Retention Credit
Tax
Webcast

Mastering the Employee Retention Credit

Confused about whether your clients are eligible for the employee retention credit or how to apply it? Join us for this webcast as a panel of experts walk you through the key concepts of the employee retention credit. They will offer practical advice and walk you through examples so you can confidently navigate this new tax credit.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

1

Instructor

Kristin M. Esposito, Amy Wang, Deb Walker, Jeffrey Martin

Availability

3 months

Product Number

WC2506654

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 Business & partner 
Product Details

Master the Credit

In response to these unprecedented times, the CARES Act created a new employee retention credit in order to help businesses economically impacted by COVID-19. Eligible businesses can take a refundable tax credit against their payroll taxes. While the credit can help increase a businesses liquidity during this economically challenging time, the mechanics of the credit create their own challenges.

In this webcast, we’ll provide you with practical advice so you can navigate the inner workings of the credit and maximize its benefits.

Who Will Benefit
  • CPAs
  • Tax professionals
  • Other qualified professionals
  • Sole practitioners
  • Business owners
Key Topics
  • Credit eligibility requirements
  • Qualified wages
  • Claiming the credit
  • Other Hot topics: EIDL loan provisions
Learning Outcomes
  • Determine credit eligibility requirements
  • Identify qualified wages
  • Calculate the credit
  • Identify how to claim the credit
  • Identify ordering rules
  • Analyze the latest key guidance
More Details
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Kristin M. Esposito
CPA, MST
Based in Washington, DC, Kristin is a Director on the AICPA’s Tax Policy & Advocacy team. She works with volunteer leaders, policymakers and regulators to shape federal tax policy, improve tax administration, and advance the profession’s tax advocacy priorities.
Amy Wang
CPA
Amy is a member of the AICPA’s Tax Policy & Advocacy Team whose mission is to serve the public interest by assisting AICPA members to be the most trusted professional providers of tax services, and by advocating sound tax policy and effective administration. She manages the Individual & Self-Employed and International Taxation Technical Resource Panels and related task forces. In these areas, she is responsible for the development, review, and submission of comments to Congress, Treasury, and the IRS. She also plays a key role in the development of AICPA testimony for tax-related Congressional hearings in these specific areas.
Deb Walker
Deborah, National Director, Compensation and Benefits for Cherry Bekaert LLP and formerly an equity partner in Deloitte Tax LLP and KPMG has extensive experience in health care reform, executive compensation, qualified retirement plans and employment taxes. Deborah’s professional background enables her to provide assistance with all aspects of compensation and benefits. She has designed and advised on executive compensation arrangements and retirement plans for clients of all sizes. Her government experience provides her with an in-depth understanding of the development of legislation and regulations. Deborah is the past Chair of the IRS Advisory Council, a group of tax professionals appointed by the IRS to advise on IRS administrative issues. She also served a 3 year term on the AICPA Board of Directors Life Insurance and Disability Committee, the group responsible for managing trusts receiving over $400,000,000 in premiums and providing disability and life insurance to over 250,000 individual AICPA members and their firms. For many years, she has been involved with the AICPA Employee Benefits Tax Conference, an annual conference providing continuing education to approximately 1500 CPA professionals involved with employee benefits. She is currently the Vice Chair of the AICPA Employee Benefits Technical Resource Panel. Deborah holds a Bachelor of Arts degree (magna cum laude) in Economics from Alfred University and a Master of Business Administration from the University of North Carolina in Chapel Hill. She is a NACD Governance Fellow, a professional designation issued by the National Association of Corporate Directors.
Jeffrey Martin
CPA
Jeff Martin is a partner in the Washington National Tax Office of Grant Thornton LLP located in Washington, D.C., specializing in compensation and benefits. In this role, he tracks new legislation and guidance, and advises Grant Thornton’s offices and clients with respect to tax issues that impact compensation and employee benefits. Jeff is a CPA, and is an active member of the AICPA. He is the co-chair of the conference planning committee for the AICPA National Conference on Employee Benefit Plans, and he is the chair of the AICPA technical resource panel on employee benefits. Jeff has authored articles in the Journal of Taxation, Tax Analysts, the Journal of Accountancy, and The Tax Adviser and spoke at the AICPA National Conference on Employee Benefit Plans, the AICPA National Tax Conference and the American Bar Association Tax Section Conference. Jeff holds a B.S. in Business Administration and a Masters in Professional Accountancy from West Virginia University.
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