NTPI Graduate Level Class: Successfully Defending Employee Retention Credit Claims in Exam - Sponsored by Raistone
IRS Program #: X9QQU-T-00925-23-O
CTEC #: 6257-CE-0124
CE: 2 IRS credits & 2 CTEC credits
Speakers: Heathy Posey, EA and Rebecca Sheppard, EA
Learning Objectives
After completing this course,
students will be able to effectively represent their clients in defense of ERC
claims filed. Students will learn the full ins and outs of employee retention
credit eligibility, including:
- Calculating gross receipts for purposes of the ERC
- Determining qualified wages & disqualified owner/related person wages
- Learning the business aggregation rules to determine when a business is part of a controlled group or affiliated service group
- Learning about the ownership attribution rules affecting business aggregation and qualified wage analyses
- Interviewing your clients to determine their restrictions eligibility
- Researching government orders to substantiate restrictions
- Reconciling wages used for PPP forgiveness
- Common pitfalls leading to inaccurate calculations, and
- Preparing the required substantiation & workpapers for the revenue agent.
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 month after receiving the certificate, please contact NAEA at education@naea.org.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. 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.