NTPI Graduate Level Class: Successfully Defending Employee Retention Credit Claims in Exam
Sponsored by Raistone
CE: 2 IRS CE credit (live or on demand)
Speaker: Heathy Posey, EA and Rebecca Sheppard, EA
Cost: $60/$100
Join NAEA on a quarterly NTPI Graduate Level Class! New in 2023, these webinars are intended for those that have earned the title NTPI Fellow to attend to expand upon the knowledge they learned in the NTPI program and happen once a quarter. Each webinar will be on a different and timely topic. Register today!
After completing this course, students will be able to effectively represent their clients in defense of ERC claims filed.
Learning Objectives:
Students will learn the full ins-and-outs of employee retention credit eligibility, including:
- Calculating gross receipts for purposes of the ERC
- Determining qualified wages & disqualified owner/related person wages
- Learning the business aggregation rules to determine when a business is part of a controlled group or affiliated service group
- Learning about the ownership attribution rules affecting business aggregation and qualified wage analyses
- Interviewing your clients to determine their restrictions eligibility
- Researching government orders to substantiate restrictions
- Reconciling wages used for PPP forgiveness
- Common pitfalls leading to inaccurate calculations, and
- Preparing the required substantiation & workpapers for the revenue agent.
