After last year's IRS moratorium on processing Employee Retention Credit refund claims, the Service has slowly resumed processing the returns. Employers seeking these refunds are now receiving letters seeking to examine claims or disallow them altogether. Additionally, those who have already received the refunds are now asked to consider returning them through yet another ERC Voluntary Disclosure Program. And those who have heard nothing at all may consider refund claim litigation as their only remedy.

In this webinar, Peter Haukebo and Rebecca Sheppard will guide attendees through these and other ERC issues as they provide an update on the state of the ERC program.

Learning Objectives:

• Define the objectives and procedures of the ERC Voluntary Disclosure Program including how to correct potential errors in ERC claims and the benefits of voluntary disclosure


• Summarize common reasons for ERC disallowance letters, how to identify them, and effective strategies for disputing and resolving these issues


• Outline ERC audit procedures including key areas of focus for auditors and best practices for documentation and response


• Describe the litigation process related to ERC claims, including common legal challenges and strategies for managing disputes and avoiding litigation pitfalls


• List actionable steps and best practices for ensuring ongoing compliance with ERC regulations, minimizing risk, and preparing for potential audits or legal challenges

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222