2024 March NTPI: Ask the Expert Panel on ERC

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Description

2024 March NTPI: Ask the Expert Panel on ERC
IRS Program #: X9QQU-T-01126-24-O
CTEC #: 6257-CE-0287
CE: 2 IRS & 2 CTEC credits
Speakers: Clarice Landreth and Heather Posey

The Employee Retention Credit (ERC) continues to be a hot topic of conversation. We will review various statutes and how they apply to ERC. Possible audit scenarios will also be covered. Bring your questions as we will have an open discussion about ERC and all topics related to representation courses offered during the National Tax Practice Institute.

Learning Objectives:

Determine the assessment statute.
Determine the refund statute.
Better understand the audit process.

Contributors

Clarice Landreth, EA

Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Heather Posey, EA, NTPI Fellow

Heather Posey, EA, NTPI Fellow is an Enrolled Agent at Frost Law. She has over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.

Heather is an active volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the "Young Volunteer of the Year" award in 2020. She is currently a student at the University of Baltimore School of Law, where she serves on the executive board of the Business and Tax Law Association.

Thank you

Description

Contributors

Clarice Landreth, EA

Heather Posey, EA, NTPI Fellow