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Giving You Tax Credit Where Credit is Due - Sponsored by ADP

Giving You Tax Credit Where Credit is Due - Sponsored by ADP
IRS Program #:
CTEC #: 6257-CE-0105
CE:1 IRS CE credit & 1 CTEC credit for LIVE only
Speaker: Michael A. Smith 

Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact was and understand how to calculate the benefit in the face of shifting requirements. Additionally, the Research & Development (R&D) Tax Credits are some of the least claimed and understood tax credits available to small business. There are synergies and challenges to understanding and using both credits during the same tax period.

During this seminar, ADP® will provide:

  • An overview of the R&D Tax Credit and ERTC
  • Understanding of the complexities of taking both credits together
  • Ways to help you identify best fit opportunities for your clients
  • Discussion on the expenses associated with both credits
  • Review of new IRS Guidance & Legislative Update

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the following month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.