CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Employee Retention Credit

Individual
Teams

$98.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

In the ever-shifting landscape of tax legislation, the complexities of the Employee Retention Credit (ERC) present a significant challenge for tax, accounting, and finance professionals. Navigating the intricacies of its three phases – CARES Act, Taxpayer Certainty and Disaster Relief Act of 2020 (TCDRA), and American Rescue Plan Act (ARPA) – can be daunting, especially with the overlapping guidelines and early termination by the Infrastructure Investment and Jobs Act. This webcast CPE course is designed to demystify these complexities and guide you through the process of understanding, calculating, and claiming the ERC.

We provide a comprehensive breakdown of the ERC’s evolution, from its inception to its premature end. You will learn to identify eligible employers, understand the interplay between the ERC and other programs, and accurately calculate and claim the credit. The online CPE course also includes a review of relevant IRS guidance and an overview of professional responsibilities under Circular 230. This in-depth knowledge equips you with the tools to confidently navigate the ERC and optimize benefits for eligible employers.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Learn which employers are eligible, how to calculate and claim the credit;
  • Understand the impact of other programs and credits on the employee retention credit;
  • Review IRS guidance; and
  • Understand professional responsibilities under Circular 230.
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Course Specifics

Course ID
WC1823343067
Revision Date
September 11, 2023
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02630-24-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1930
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Mark Seid, EA, CPA, USTCP

Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.

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