Duration: 60 Minutes

Description:

Following last year’s IRS moratorium on processing Employee Retention Credit (ERC) refund claims, the IRS has gradually resumed processing these returns. Employers who have submitted claims are now receiving letters to either review or potentially disallow their claims. For those who have yet to receive any communication, litigation may become their only option to resolve the matter.

In this webinar, Peter Haukebo and Rebecca Sheppard will provide participants with a comprehensive update on the status of the ERC program, addressing current challenges and offering expert insights into the ERC landscape.

Learning Objectives:

• Understand common reasons for ERC disallowance letters, how to identify them, and effective strategies to dispute and resolve these issues.
• Gain an overview of ERC audit procedures, including key auditor focus areas and best practices for documentation and responses.
• Learn about the litigation process related to ERC claims, including common legal challenges and strategies for managing disputes while avoiding common pitfalls.
• Discover actionable steps and best practices for maintaining ongoing compliance with ERC regulations, reducing risk, and preparing for potential audits or legal challenges. Updates on current litigation will also be covered.

Credits and Other information:

• Recommended CPE credit – 1.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 1 Hours

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Peter Haukebo, Esq.  Mr. Peter Haukebo joined Frost Law in 2018 as a highly accomplished tax attorney with a sophisticated blend of private
Income Taxpayer Clinic at the University of Maryland Francis King Carey School of Law, in conjunction with his experience operating his own law firm, have significantly helped grow Frost Law’s thriving tax practice.

Mr. Haukebo joined Frost Law in 2018 as a highly accomplished tax attorney with a sophisticated blend of private practice experience and legal scholarship. Undoubtedly, his years of teaching in the Low Income Taxpayer Clinic at the University of Maryland Francis King Carey School of Law, in conjunction with his experience operating his own law firm, have significantly helped grow Frost Law’s thriving tax practice.