On-Demand: In Depth ERC Webinar - Sponsored by Raistone
Course Description
This ERC webinar will review the new IRS guidance released. Speaker, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will go over updates and guidelines recommended to help EAs represent their clients in defense of ERC claims filed.
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 updates and guidelines given by the IRS, including:
After completing this course, students will be able to effectively represent their clients in defense of ERC claims filed. Students will learn the updates and guidelines given by the IRS, including:
- 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.
- Common pitfalls leading to inaccurate calculations.
- Tips on preparing the required substantiation & workpapers for the revenue agent.
- Review of most recent IRS updates.
Presenters
Lisa Sunderman, Director Enterprise Risk Management at Raistone
Lisa Sunderman serves as Director Enterprise Risk Management (ERM) at Raistone. She is responsible for evolving the governance and reporting pillar within the broader ERM function by creating a formal ERM Framework. Prior to joining Raistone, she served as SVP Enterprise Risk Management for a credit union that grew from $1.2 billion to $4.2 billion in assets under management. While there, Lisa developed and implemented integrated risk dashboard, risk assessment, and internal audit processes.
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Lisa Sunderman serves as Director Enterprise Risk Management (ERM) at Raistone. She is responsible for evolving the governance and reporting pillar within the broader ERM function by creating a formal ERM Framework. Prior to joining Raistone, she served as SVP Enterprise Risk Management for a credit union that grew from $1.2 billion to $4.2 billion in assets under management. While there, Lisa developed and implemented integrated risk dashboard, risk assessment, and internal audit processes.
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Larry Pon, EA, CPA, CFP, EA, PFS, USTCP, AEP
Lawrence Pon is a Certified Public Accountant (CPA, Certified Financial Planner (CFP), Enrolled Agent (EA), Personal Financial Specialist (PFS), US Tax Court Practitioner (USTCP) and Accredited Estate Planner (AEP) in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics.
Mr. Pon received his BS in Business Administration from UC Berkeley and an MS in Taxation from Golden Gate University in San Francisco, CA.
Lawrence Pon is a Certified Public Accountant (CPA, Certified Financial Planner (CFP), Enrolled Agent (EA), Personal Financial Specialist (PFS), US Tax Court Practitioner (USTCP) and Accredited Estate Planner (AEP) in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics.
Mr. Pon received his BS in Business Administration from UC Berkeley and an MS in Taxation from Golden Gate University in San Francisco, CA.
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 a 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 will not be refunded.