DESCRIPTION:

Healthcare organizations saw some of the greatest impacts during the COVID-19 pandemic, but the majority have yet to realize the full potential of the Employee Retention Tax Credit, an unrestricted cash refund from the IRS. Due to the misconceptions associated with eligibility, many home health & hospice organizations haven’t claimed the full amount they are entitled to or even opted not to claim the credit at all – missing out on significant funds. 

Discover how your organization may qualify at this free webinar with panelists Maxwell Burns, CPA, and Kyle Morabito, Esq., a key member of a team integral in drafting the first Employee Retention Credit in U.S. history. With tenure at the country’s top firms and Managing Directors at EZ-ERC, they will dig into eligibility requirements, including the legal test that does not require a decline in revenue, and the hazards of working with an unqualified advisor. With the program sunsetting in 2024 and ending in 2025, explore the steps you need to take to make sure you are not missing out on eligible quarters and leaving money on the table.

Key Takeaways

• Assess the different avenues to qualification, even without a decrease in revenue.
• Learn how to identify a qualified advisor who can take on the burden of analyzing and filing your claim. 
• Discover how to undertake a “second look” to ensure you've claimed all the credits you are eligible for, whether you have already filed or were told you did not qualify.
• Hear how to protect your claim with Tax Insurance or a Financial Guarantee.

Speakers:

• Kyle Morabito, Esq. – Chief Legal Officer and Managing Director of EZ-ERC,
• Maxwell Burns, CPA – Managing Director of EZ-ERC

 

All listed times are for the Eastern Time Zone