2023 ERC Ask the Expert Webinar - Sponsored by Raistone
IRS Program #: X9QQU-T-00943-23-O
CTEC #: 6257-CE-0129
CTEC #: 6257-CE-0129
CE: 1 IRS & 1 CTEC credit for live only
Materials
2023 ERC Ask the Expert Webinar - Sponsored by Raistone
Join NAEA and Raistone for an Ask the Expert Session on ERC. Here about how Raistone can help support your clients with ERC followed by a Q&A with one of NAEA’s top tax experts. Come prepared with all of your questions on ERC and how it will affect you and your clients.
Topics Covered:
- Eligible Employer
- Qualified Wages
- Claiming the Credit
- IRS Penalties
Presenters
Dave Skirzenski, CEO of Raistone
Dave Skirzenski serves as Chief Executive Officer at Raistone. He is responsible for managing all facets of the business, including strategy, operations, product innovation, and the firm’s go-to-market platforms. He is focused on helping companies achieve their vision and orienting them towards action. He has more than 20 years of experience building and operating fintechs around the world. His deep knowledge of both technology and finance is a competitive advantage for leading Raistone. From IBM to Ariba, he has managed core development teams that both launched and innovated software platforms. He moved solidly into the financial technology space beginning at Morgan Stanley and then Citibank, the latter as North American Head of Supplier Finance.
Dave Skirzenski serves as Chief Executive Officer at Raistone. He is responsible for managing all facets of the business, including strategy, operations, product innovation, and the firm’s go-to-market platforms. He is focused on helping companies achieve their vision and orienting them towards action. He has more than 20 years of experience building and operating fintechs around the world. His deep knowledge of both technology and finance is a competitive advantage for leading Raistone. From IBM to Ariba, he has managed core development teams that both launched and innovated software platforms. He moved solidly into the financial technology space beginning at Morgan Stanley and then Citibank, the latter as North American Head of Supplier Finance.
Lawrence Pon, CPA, EA, USTCP
Lawrence K.Y. Pon is a certified public accountant, personal financial specialist, certified financial planner, enrolled agent, United States Tax Court practitioner, and accredited estate planner in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.
Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Mr. Pon is a member of the Golden Gate Society of Enrolled Agents, California Society of Enrolled Agents, and the NAEA.
Lawrence K.Y. Pon is a certified public accountant, personal financial specialist, certified financial planner, enrolled agent, United States Tax Court practitioner, and accredited estate planner in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.
Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Mr. Pon is a member of the Golden Gate Society of Enrolled Agents, California Society of Enrolled Agents, and the NAEA.
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. IRS Requirements for live webinars require at least 50 minute per hour attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
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-