ERC: How to Prepare Your Clients for Audit

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  • Location
    • Your Computer
      Your Space
      ISCPA Self Study, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (1.00)
  • Prerequisites
    • 2024 ISCPA Membership

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • ROI Series
    • Specialized Knowledge
  • Message
    • When & Where You Want

Description

This event was recorded on 1.17.24 and has not been updated.

You will be required to pass a quiz by 11.30.24  in order to receive CPE credit.

Join attorney Ashlee Hall of Figure Financial for this interactive virtual presentation on the current state of the Employee Retention Credit. This course is designed to help CPAs prepare their clients for audit and know what to do if they think a client received a credit for which they were not eligible.

In this virtual presentation, Ashlee will go in-depth into the ERC law and guidance and provide specific examples and advice to help CPAs prepare clients for an ERC audit.

  • This event qualifies for IRS CE
  • This event will not have a NASBA number for reporting

Designed For

  • One more great ISCPA membership benefit
  • Part of the ISCPA 2024 ROI Series

Objectives

  • Enhance your knowledge
  • Maximize your ISCPA Membership

ISCPA strives to curate diverse and relevant content that aligns with the interests and needs of our members while helping to maximize your membership investment. We understand that managing a multitude of responsibilities and demands can make it challenging to prioritize your continued learning. However, it is crucial to allocate time for yourself amidst the busyness of life. You've made the financial investment, now make the personal one - and take advantage of everything ISCPA has to offer you.

 

Welcome to the 2024 ROI Series
12 Complimentary CPE Credits
For ISCPA Leaders, Change Makers & Innovators!

Proudly Sponsored by 

Highlights

  • 2023 IRS Updates, including the *New* IRS Withdrawal Process
  • How to prepare clients for an ERC audit and what to expect
  • How to advise clients that have not yet been audited
  • ERC Red Flags

Advanced Prep

 

If you need this reported to the IRS for CE credit, email CPE@idcpa.org

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Leaders

Ashlee Hall

Ashlee

Ashlee Hall is a tax attorney with 16+ years of legal and business experience. Ashlee previously worked at one of the largest tax resolution law firms in the country and, more recently, she was with Deloitte in its national tax Federal Credits and Incentives group. While at Deloitte, Ashlee was tasked with quickly digesting the Employee Retention Credit as the relevant legislation, guidance, and updates were released, as well as managing ERC engagements from start to finish primarily for Fortune 500 and middle market companies. Ashlee transitioned to Figure Financial via the ERC Pros service line in early 2022 where she now focuses heavily on ERC substantiation and audits.

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