Materials Provided​

After signing up and paying for the seminar, you will receive an email with the seminar's Zoom link as well as a link to a private webpage that will contain the course materials.   

• Zoom link to the seminar emailed to you immediately after signing up and paying.

• Seminar slides in pdf format.  30 minutes before the start of the seminar, a link will be added to the webpage to download your copy. You will receive a link to that private webpage immediately upon signing up and paying for the course.

• GET INSTANTLY BELOW

• OVER 20 SEMINAR VIDEOS (NOT FOR CPE)

• OVER 8 HOURS OF SEMINAR VIDEOS

• 300+ PAGE SEMINAR POWERPOINT

• 2021 ERTC FLOWCHARTS

• ERTC CALCULATION EXAMPLES 2021

• EXECUTIVE SUMMARY OF ERTC 

• FIVE (5) EXCEL SPREADSHEETS 

• EXCEL: CALCULATE 2021 ERTC CREDIT

• EXCEL: CALCULATE ERTC GROSS RECEIPTS TEST

• EXCEL: CALCULATE ERTC TOTAL EMPLOYEE COMPENSATION 

• EXCEL: CALCULATE HOW TO MAXIMIZE ERTC & PPP FORGIVENESS 

• EXCEL: CALCULATE ECONOMIC VALUE PPP vs. ERTC

• ALSO, ALL IN ONE PLACE FOR YOU: LINKS TO THE LATEST ERTC RELATED TAX FORMS & INSTRUCTIONS, SPECIFIC IRS FAQs REFERENCED AND RELATED TO ERTC.

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Major Topics

• Overview of ERTC, and the mechanics of how to properly calculate the ERTC

• Form 941-X due dates

• Mapping out the ERTC rules for 2021

• Compare ERTC rules from 2021

• Address ERTC issues to clarify common confusions

• When, where, how to report ERTC for tax purposes

• Contingency fees related to ERTC per AICPA & IRS

• When do wages for business owners, spouses and family qualify for ERTC

• Major overview of the 4 ERTC IRS Notices

• Major matters not to forget with ERTC

• 2021 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

• Gross receipts test examples for 2021

• ERTC aggregation rules

• Employer size calculation for 2021

• How ERTC qualified wages includes employer paid health insurance

• Calculation examples of qualified wages plus employer paid health insurance

• Overview of current payroll tax forms related to ERTC (Forms 7200, 941 & 941-X)

• Step by step how to complete Form 941-X for ERTC purposes

• Step by step how to complete Worksheets 2 & 4 for Form 941-X

• Overview of items to complete on Form 941-X

• NOTE:  On ERTC materials page you will find 941-X instructions highlighted for the areas that apply to ERTC

• Comparing ERTC to PPP related to major common payroll items

• Biggest misconceptions when calculating ERTC with PPP loan forgiveness

• Strategy of properly maximizing ERTC and PPP loan forgiveness

• IRS and SBA interactions common to ERTC in conjunction with PPP loan forgiveness

• Best practice to achieve maximum ERTC and PPP loan forgiveness

• How to approach ERTC if you already received PPP loan forgiveness

• The mechanics of ERTC and PPP

• Example calculations of maximizing ERTC and PPP

• Highlight major ERTC tax law from the CARES Act

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Learning Objectives

• Learn how to identify an employer that qualifies for ERTC, and its employees

• Learn how to properly calculate ERTC.

• Learn how to report ERTC.

• Learn how to get the economic benefit of ERTC.

• Learn what tax laws have changed with these topics

• Learn to better understand recent tax law changes of these topics and how they may apply to you or your clients circumstances

• Learn more about these topics to better serve your clients with expanded and up-to-date information

• Learn of the effective dates of law changes

• Learn about the possibility of charging contingency fees for these services

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Prerequisites

Participants should be familiar with Federal tax issues for various entities

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