Financial Advisors Want to Know Ep 1: What’s going on with the Employee Retention Credit?

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Like a zombie that just keeps coming back, the Employee Retention Credit is still a topic that needs to be discussed with clients.

I know. It’s 2024 and this is 2020-2021 we’re talking about. Why is this episode important?
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When else does your business owner client have a 6-figure tax credit opportunity that the IRS is basically saying is a pot of gold on the other end of a regulatory minefield?
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In under 15-minutes, learn how you can have this conversation, what you need to know and when you need to get someone else involved.

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Here’s what we’re discussing today:

Understand ERC Basics: Know the origins and challenges of the ERC.

Verify Claims: Ensure claims were handled by tax professionals, not salespeople.

Check Pending Claims: Verify the status and legitimacy of pending claims.

Conduct Due Diligence: Assess claims now to avoid future audits and repayments.

Explore 2021 ERC: Ensure clients are aware of and eligible for the 2021 ERC program.

Engage Clients: Use this topic to connect with clients and show your attentiveness.
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Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine:
https://dominion-enterprise-services.kit.com/9944b047d9
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Catherine is a Tax Advisor working for Financial Advisors to help them reduce their income taxes, stay compliant with tax returns, and grow their firms sustainably given the ever-increasing tax burden advisors face.
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Connect with Catherine on LinkedIn - https://www.linkedin.com/in/ctindallcpa/