Employee Retention Tax Credit Availability – What You Need To Know

Employee Retention Tax Credit Availability – What You Need To Know

April 20 | 10:00 am-11:00 am CT

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Can you still claim the Employee Retention Tax Credit, and ensure defensibility?

While pandemic-era support may be expiring, opportunities to claim the Employee Retention Tax Credit in the form of a refund still exist. These tax credits can present a lucrative opportunity to recoup the costs of having retained employees through full and partial shutdowns, and changes to eligibility requirements now include those who were the recipients of PPP loans. However, as per a recent warning from the IRS, it’s essential to maintain a defensible stance and have qualifications assessed and documented by a qualified expert.

Please join us for this webcast in which we will review the latest information available on the Employee Retention Tax Credit. Our webinar will focus on the specificities of the ERTC, from understanding the changes to qualifications, to opportunities that still exist for claiming the credit.

Course Objectives

After completing this course you will be able to:

  • Understand Aggregated Group considerations
  • Delineate between a ‘larger employer’ and a ‘smaller employer’ for purposes of ERTC eligibility
  • Describe how to count wages in the eligibility process
  • Account for the shareholder and related individual exclusion
  • Describe how to avoid continency fees during eligibility process


Tom Smith, Marcus Peterson

Other Webinar Details

  • CPE: This webinar is eligible for 1.2 CPE credits in Tax.
  • Prerequisites: None
  • Advance Preparation: None
  • Program Level: Overview
  • Delivery Method: Group Internet-based

If you require a reasonable accommodation in order to participate in this event, please email abilities@cbiz.com or call (816)841-4025.

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

  • GoToWebinar Instant Join
  • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor Logo

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.