Additional Employee Retention Credit (ERC) Eligibility: What Your Practice and Accountant May Not Have Considered, Presented by Strategic Tax Planning
Date(s)Joan Leanos, CPA, MST; Taylor Lewis-Costa, BBA
Subject: 550 Practice Management and Human Relations
Credits: 1
Tuesday, July 11: 7:30–8:30 p.m. CDT
Method: Lecture
Audience: Dentists
Fee: Free
Description
Dental practices that were impacted by a government order during the COVID-19 pandemic (e.g., capacity restrictions, bans on elective procedures, elimination of same-day services) or experienced a significant decline in gross receipts between March 13, 2020, and Sept. 30, 2021, may be eligible for a tax credit (the Employee Retention Credit [ERC]) up to $26,000 per employee. Authorized by The Coronavirus Aid, Relief, and Economic Security (CARES) Act and administered by the IRS, the ERC allows eligible businesses to claim the credit on an original or adjusted employment tax return during the specified time periods.
Strategic Tax Planning is hosting this free webinar to guide AGD dentists through eligibility, how to file for ERC, and other important considerations for dental practices impacted by shutdowns, capacity limits, elimination of same-day service, increased sanitation requirements, and more.
Learning Objectives
- Learn how the ERC affects dental practices.
- Review key considerations related to eligibility for the ERC.
- Learn qualifications you and your certified public accountant might not be aware of.
- Understand how to claim the ERC.
- Be aware of filing and adjusted return considerations.
Speaker Bio
Matt Eddleman, EA, brings more than two decades of professional experience in tax controversy, accounting, financial planning, and small business management and consulting to the Strategic Tax Planning team and is one of the nation’s leading experts on the ERC and other COVID-19 relief programs.
Joan Leanos, CPA, MST, has focused her career on individual, small business and estate tax preparation, and IRS controversy for her clients. She now focuses on the ERC for small businesses around the country.
Taylor Lewis-Costa, BBA, joins Strategic Tax Planning from a litigation consulting background. The interactions and experiences she values the most are working to support and empower organizational operations, and that includes smarter tax planning.
Additional Information
This course is sponsored by Strategic Tax Planning. You can also visit its booth in the Exhibit Hall at AGD2023, July 19–22.
