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On-Demand: 2023 August ERC Ask the Expert - The Enrolled Agent's Role in Reducing ERC Fraud and ERC Update - Sponsored by Raistone

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On-Demand: 2023 August ERC Ask the Expert - The Enrolled Agent's Role in Reducing ERC Fraud and ERC Update - Sponsored by Raistone
IRS Program #: 
X9QQU-U-01030-23-S
CTEC: 6257-CE-0199
CE: 1 IRS/1 CTEC credit
Materials
Course Description
We have been hearing the commercials telling us that you are entitled to $26,000 per employee for the Employee Retention Credit (ERC).   Your clients are telling you all their friends have gotten money from the ERC so they should also get this money.  Some of them have even taken these company's offers to take advantage of the ERC.   Do your clients qualify for the ERC?   What is the latest guidance from the IRS?  More importantly, what is the guidance from the IRS Office of Professional Responsibility (OPR)?   In this seminar we will review the latest guidance from the IRS and learn what we should do when our clients confront us about the ERC.  More importantly, how do we respond to the IRS audits on ERC?

Learning Objectives
  • Learn about the IRS most recent guidance regarding the ERC.
  • Learn about our Circular 230 responsibilities regarding ERC from OPR.
  • See how to spot signs of an ERC Scam.
  • Review the latest IRS FAQs on ERC.
  • Learn how to prepare for an IRS ERC audit.
Presenters

Larry Pon, EA, CPA, CFP, 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.

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.
Read her full bio here!
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 minutes per hour of 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.