Employee Retention Credit Update
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, October 18, 2023
5:00 - 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

You have heard and seen those ERC commercials touting that everyone is entitled to $26,000 per employee. Is that true? The IRS Office of Professional Responsibility (OPR) has reminded us of our responsibilities and obligations as Circular 230 tax professionals. The IRS has been issuing press release after press release warning taxpayers of possible fraudulent ERC claims. The IRS has even listed the ERC claims as one of their Dirty Dozen Tax Scams. In this seminar we will review the latest guidance from the IRS regarding the ERC and your responsibilities as a Circular 230 Tax Professional.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEPM
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley, and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01877-23-O / 18QC1-T-01878-23-O
CTEC: 1000-CE-5313

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by October 15, 2023 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after October 15, 2023
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.