Employee Retention Credit (ERC): Eligibility, 2020 vs. 2021, and IRS Guidance
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, January 25, 2023
5:00 to 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 does require registration before entering the meeting. 

Topic: 

Have you been hearing those commercials on the radio about ERC? Or your clients are getting contacted directly by these ERC "Consultants"? You need to protect your clients from these promoters. In this seminar we will help you understand if your clients qualify for the ERC. We will also review the differences between the 2020 and 2021 ERC programs. Attention will be given to the IRS guidance provided by Notice 2021-20, 2021-49, and 2021-23.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. 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:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01771-22-O
CTEC: 1000-CE-5193

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Registration before January 22, 2023
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Registration after January 22, 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.