Sessions: Monthly ERC Update Virtual Series

Tuesday, June 13, 2023

Document Requirements

3:00 - 4:00 PM (ET)

One of the most important aspects to examine when applying for the Employee Retention Credit (ERC) is the documentation to support your claim to the credit. Our team has assisted many clients since March of 2020 to aide in proper documentation in the application process. In the June session of our ERC Monthly Update series, we will cover:

Learning Objectives:

Discuss required documentation when applying for ERC
Learn the importance of documentation during the process
Share insights from previous client experience on how to avoid documentation mistakes

Wednesday, July 12, 2023

Service Model

1:00 - 2:00 PM (ET)

The impacts of COVID-19 greatly effected nearly industry and the ERC was designed to help these industries emerge strong from the pandemic. Our ERC team has worked with a variety of industries and how government mandates that caused their businesses to shut down and qualify for ERC.

Industries covered during this webinar include:

Auto Dealerships
Educational Institutions
Churches and Religious Organizations
Technology Companies
Industrial Manufacturing
Healthcare and Medicine

Learning Objectives:

Understanding ERC for industry application
Identify qualifying factors and strategies for ERC
Navigate industry specific compliance

Wednesday, August 23, 2023

IRS Update

3:00 - 4:00 PM (ET)

The IRS has regularly released guidance and frequently asked questions (FAQs) around issues they have seen surrounding ERC. Our ERC team will share the latest updates on IRS guidance and what you should be aware of.

Learning Objectives:

Discuss latest IRS guidance on ERC
Learn how to best work with the IRS during the application process
Examine recent court case with the IRS on what to avoid during the ERC application process

Tuesday, September 12, 2023

Avoiding Scams

12:30 - 1:30 PM (ET)

There has been an increase in third-party consultants advertising their ERC services through various media advertisements that are not properly documenting or following processes when applying for the credit. Applying for the ERC with one of these firms could put you and your organization at risk.

Learning Objectives:

How to determine a reputable firm to work with when claiming the ERC
Learn about IRS guidance to not ignore when applying for ERC
Discover what qualifies you for ERC

Wednesday, October 11, 2023

IRS Audit Defense Techniques

3:00 - 4:00 PM (ET)

Join Cherry Bekaert’s Employee Retention Credit (ERC) team to gain valuable insights into effectively defending ERC claims during IRS audits. As ERC regulations continue to have clarifying guidelines from the IRS, understanding how to navigate potential audit challenges is essential for safeguarding your organization’s benefits.

Learning Objectives:

Comprehend IRS audit triggers for ERC claims
Learn effective document and record-keeping
Navigate IRS audit inquiries with confidence

Tuesday, November 7, 2023

Acquisitions and Dispositions

1:00 - 2:00 PM (ET)

When your company engages in an acquisition or disposition of another firm, there are many moving factors during this process. Recently, the Employee Retention Credit (ERC) has become a component in these discussions. Cherry Bekaert discusses how to uncover the strategies that allow you to claim the ERC amidst organizational changes.

Learning Objectives:

Understand ERC through organizational changes
Navigate the complex interplay of timelines and qualifications
Implement effective ERC strategies in changing scenarios

Thursday, December 12, 2023

Mastering Preparations for ERC 2024

1:00 - 2:00 PM (ET)

With the deadlines for being able to apply for the Employee Retention Credit (ERC) quickly approaching, we are here to guide you through the application and auditing process. Cherry Bekaert’s latest ERC webinar series delves into the intricate details of ERC for 2024.

Learning Objectives:

Understanding the latest ERC guidelines, changes and eligibility requirements
Strategically implement ERC for maximum advantage
Mitigate risks and ensure compliance