Study Group: Employee Retention Credit: The Last Bastion of COVID Relief
Wednesday, February 08, 2023, 12:00 PM - 1:45 PM EDT
Category: Study Group
Wednesday, February 8, 2023 9:00am - 10:45am Pacific // 12:00pm - 1:45pm Eastern Via Zoom only
Speaker: Gregory F. Wilder
Program Description Attorney-CPA Greg Wilder of Wildflower Legacy & Wealth Planning, LLC will tell you everything you need to know about the Employee Retention Credit. Find out whether your clients may qualify for this lucrative cash refund, and why hiring a qualified specialist is so important. Greg is one of the only professionals in the country issuing a formal tax opinion as part of his engagement. Surprising to some, your professional services firm may even qualify itself! Who Should Attend Attorneys, CPAs, Business Professionals Learning Objectives Summary of ERC Legislation and History Revenue Reduction Test: some surprising issues Partial Suspension of Business Test: issues and examples that are little known Amended Payroll Tax Returns: Issues and Backlogs Why to avoid "ERC Clearing Houses" Issues we see with Subpar Practitioners Subtleties and Nuances Almost No One Knows About Complex Aggregation Rules IRS Task Forces and Audit Process First Steps to Qualification Full Engagement Process/Timing/Fees/Expectations
Education Credits MCLE will not be reported for this program. Certificates of attendance will be issued.
Cost No charge for members; $20 for nonmembers
About the Presenter: Gregory F. Wilder is the Tax Partner, Managing Member, and owner of two CPA firms: Wildflower Legacy and Wealth Planning, LLC and Wilder Tax and Wealth Planning, LLC. Wildflower and Wilder are tax consulting firms focused on all forms of tax planning for ultra-high net worth clients throughout the United States. Currently, Greg is passionate about securing the Employee Retention Credit for as many qualified small businesses as are qualified. To date, he has secured the ERC for more than 100 businesses, resulting in cash injections of $130,000 to more than $6 million. These credits are making businesses whole after the devastating impact of the Covid-19 pandemic.
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