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INSTANT ACCESS TO SEMINAR VIDEO (NOT FOR CPE)

PLUS ZOOM LINK TO ATTEND LIVE CPE (SAME) SEMINAR

EMPLOYEE RETENTION TAX CREDIT 2022

with Immediate Access to Worksheets, Flowcharts, Examples & IRS Links

INCLUDES HOW TO PREPARE LATEST FORM 941-X & RELATED WORKSHEETS

CLICK HERE TO SEE ALL THE INSTANT ACCESS MATERIALS

 

INSTANT ACCESS TO VIDEO SEMINAR

(NOT FOR CPE)

PLUS LINK TO GET CPE FOR THIS SEMINAR

CLICK HERE FOR DETAILS ON CPE

Overview:  

This will cover the latest developments of the ERTC, how to prepare Form 941-X as well as provide a guide to how to determine when an employer qualifies, what wages are included in the credit, step-by-step how to calculate the ERTC, how to go back to claim the ERTC, contingency fees, overview of the the 3 IRS Tax Notices & IRS Rev. Proc. released this year on the ERTC, aggregation rules, maximizing 100% PPP Loan Forgiveness with ERTC, related tax forms and properly reporting ERTC for tax purposes, as well as the timing of reporting.

Includes Immediate Access to Seminar Video, PowerPoint to Seminar, Excel Worksheets, Flowcharts, Examples, IRS Links & Ability to re-watch through 12/31/22.

INCLUDES HOW TO PREPARE LATEST FORM 941-X & RELATED WORKSHEETS

CPE cannot be earned for re-watching the seminar video. 

To earn CPE credits, attendance during the live presentation required. CLICK HERE FOR CPE SEMINAR

GET IMMEDIATE
ACCESS TO MATERIALS

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GET INSTANT ACCESS TO THE SEMINAR VIDEO (NOT FOR CPE) & ALL MATERIALS!

INCLUDES HOW TO PREPARE LATEST FORM 941-X & RELATED WORKSHEETS

PLUS LINK TO ATTEND NEXT LIVE SAME SEMINAR PRESENTATION FOR CPE 

Materials Provided

After signing up and paying for the seminar, you will receive an email with a link to a private webpage that will contain the seminar video and all course materials.   

  • GET INSTANTLY BELOW

  • LINK TO ATTEND NEXT CPE LIVE SEMINAR

  • INSTANT ACCESS TO ERTC SEMINAR VIDEO

  • THE VIDEO SEMINAR IS THE SAME AS THE LIVE SEMINAR, BUT LIVE ONE IS FOR CPE

  • INCLUDES HOW TO PREPARE LATEST FORM 941-X & RELATED WORKSHEETS

  • ACCESS TO ALL UNTIL 12/31/22

  • NO CPE can be earned by re-watching the video

  • MUST ATTEND LIVE SEMINAR FOR CPE

  • SEMINAR POWERPOINT

  • 2020 & 2021 ERTC FLOWCHARTS

  • ERTC CALCULATION EXAMPLES 2020 & 2021

  • EXECUTIVE SUMMARY OF ERTC 

  • FIVE (5) EXCEL SPREADSHEETS 

  • EXCEL: CALCULATE 2020 & 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.

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 2020, and 2021

  • Compare ERTC rules from 2020 to 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

  • 2020 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

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

  • Gross receipts test examples for 2020 and 2021

  • ERTC aggregation rules

  • Employer size calculation for 2020 and 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

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

EMPLOYEE RETENTION TAX CREDIT

with Immediate Access to Worksheets, Flowcharts, Examples & IRS Links

CLICK HERE TO SEE INSTANT ACCESS MATERIALS

GET INSTANT ACCESS TO

THE SEMINAR VIDEO & ALL

MATERIALS (NOT FOR CPE)

WANT CPE FOR THIS COURSE, YOU GET A LINK TO ATTEND THE NEXT LIVE ZOOM SEMINAR FOR CPE.  CLICK HERE FOR CPE DETAILS.

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Refund policy, complaints, or cancellation policies THERE ARE NO REFUNDS.  

CLICK HERE for refund policy details and additional related details.

 

Please contact us

By email help@jjthecpacpe.com 

By phone at 405-715-1556

 

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CPE INSTRUCTOR & AUTHOR:

JOSHUA JENSON, CPA

aka JJ THE CPA

JJ has over 30 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters.  He still practices in the trenches in the CPA firm he founded over 25 years ago.

Joshua Jenson is a licensed CPA in Oklahoma and Texas, licensed in all 50 states with the IRS and a member of the American Institute of CPAs and Oklahoma Society of CPAs. 

JJ THE CPA has traveled to over 50 cities, presenting tax courses to thousands of fellow CPAs, EAs and fellow Tax Pros covering the latest tax laws and strategies.

JJ the CPA has over 81,000 SUBSCRIBERS and over 6.6 million views on his YouTube channel “JJ THE CPA,” and is heavily represented on social media, with daily postings, including daily videos released on everything dealing with money. 

JJ has authored 2 books available on Amazon.

Joshua has served as the past Chairperson of the OSCPA Educational Foundation and was named CPA of the year in Oklahoma City by his CPA peers. 

 

Joshua is a 1993 graduate of Abilene Christian University where he earned is accounting degree.

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YOU DO NOT NEED TO BE A CPA, EA or TAX PRO TO TAKE THIS COURSE.

This will benefit anyone interested in staying up to date with this subject.