netFORUM Pro

Study Group: Employee Retention Credit

Feb 08, 2023 12:00pm -

Feb 08, 2023 01:45pm

(GMT-5)

Event Description

The American Academy of Attorney-CPAs

invites you to:

Virtual Only

February 2023 Study Group

Employee Retention Credit:

The Last Bastion of Covid Relief

Presented by:

Gregory F. Wilder

Wednesday, February 8, 2023

11:00am - 12:45pm Central| 12:00pm - 1:45pm Eastern

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!

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

Date & Time

Zoom Webinar: Wednesday, February 8, 2023

Time: 11:00am - 12:45pm Central| 12:00pm - 1:45pm Eastern

Education

TBA

AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.

About the Presenter:

Gregory F. Wilder

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.

Additional Information

Delivery Method: Group Internet-based

Program Level: N/A

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.nasba.org.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

*(M)CLE varies by state. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

‌

Event Type:Chapter Meeting

Category:Study Group

Early registration ends on Dec 18, 2022.
Regular registration starts on Dec 19, 2022 and ends on Feb 08, 2023.
Late registration starts on Feb 09, 2023.
(GMT-05:00) Eastern Time (US & Canada)