Employee Retention Tax Credit Update: What You Should Know About Audits, Disclosures and IRS Enforcement

The Employee Retention Tax Credit (ERTC) program has been in the IRS crosshairs for over a year. Congress is considering an early termination to the program, but new claims presently can continue to be filed through April 15, 2025. Increased awareness about aggressive or inappropriate claims facilitated by ERTC promoters has left many employers concerned about the propriety of claims they previously filed, and what steps they may take to allay those concerns.

Join CBIZ for a one-hour webinar for business leaders to understand what’s next. We’ll address how to prepare for ERTC audits, voluntary disclosures, claim withdrawals and IRS enforcement. You’ll learn the details you need to know and what steps to take to be prepared.

This webinar will be moderated by CBIZ National Tax Office National Director of Tax Technical Services Bill Smith, and include the following ERTC experts:

  • Hale E. Sheppard, Partner, Tax Controversy, Chamberlain Hrdlicka
  • Sean Haggerty, Director, CBIZ MHM, LLC

Course Objectives

After completing this course you will be able to:

  • Understand next steps for those who have concerns over a previous ERTC claim filing 
  • Identify & plan for potential IRS audits
  • Understand the IRS voluntary disclosure and claim withdrawal procedures
  • Understand the potential for penalties

Other Webinar Information

  • CPE: This webinar is eligible for 1.2 CPE credits in Tax
  • Prerequisites: Anyone who has filed for the ERTC or who advises clients with respect to ERTC issues.
  • Advance Preparation: None
  • Program Level: Intermediate
  • Delivery Method: Group Internet-based

If you require a reasonable accommodation in order to participate in this event, please email [email protected] 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.