Materials Provided​

After signing up and paying for the seminar, you will receive an email with the seminar's Zoom link as well as a link to a private webpage that will contain the course materials.   

• Zoom link to the seminar emailed to you immediately after signing up and paying.

• Seminar slides in pdf format.  30 minutes before the start of the seminar, a link will be added to the webpage to download your copy. You will receive a link to that private webpage immediately upon signing up and paying for the course.

• Link to re-watch the seminar for 30 days, provided 48 hours after the seminar ends.  NO CPE can be earned by re-watching the video.  You must attend live to receive CPE credit.

• GET INSTANTLY BELOW

• SEMINAR POWERPOINT

• SEMINAR VIDEO (HAVE TO ATTEND LIVE ZOOM FOR CPE)

• 2020 & 2021 ERTC FLOWCHARTS

• ERTC CALCULATION EXAMPLES 2020 & 2021

• EXECUTIVE SUMMARY OF ERTC 

• FIVE (5) EXCEL SPREADSHEETS 

• EXCEL: CALCULATE 2020 & 2021 ERTC CREDIT

• EXCEL: CALCULATE ERTC GROSS RECEIPTS TEST

• EXCEL: CALCULATE ERTC TOTAL EMPLOYEE COMPENSATION 

• EXCEL: CALCULATE HOW TO MAXIMIZE ERTC & PPP FORGIVENESS 

• EXCEL: CALCULATE ECONOMIC VALUE PPP vs. ERTC

• ALSO, ALL IN ONE PLACE FOR YOU: LINKS TO THE LATEST ERTC RELATED TAX FORMS & INSTRUCTIONS, SPECIFIC IRS FAQs REFERENCED AND RELATED TO ERTC.

​

Major Topics

• Latest developments of the ERTC

• Overview how to determine when an employer qualifies

• Cover which wages are included in the credit

• Step-by-step how to calculate the ERTC

• How to go back to claim the ERTC

• Go over the 3 IRS Tax Notices & IRS Rev. Proc. released this year on the ERTC

• Overview of the ERTC aggregation rules

• How to maximize PPP Loan Forgiveness with ERTC

• Present related tax forms

• How to properly reporting ERTC for tax purposes, as well as the timing of reporting.

​

Learning Objectives

• Learn how to identify an employer that qualifies for ERTC.

• Learn how to calculate ERTC.

• Learn how to report ERTC.

• Learn how to get the economic benefit of ERTC.

• Learn what tax laws have changed with these topics

• Learn to better understand recent tax law changes of these topics and how they may apply to you or your clients circumstances

• Learn more about these topics to better serve your clients with expanded and up-to-date information

• Learn of the effective dates of law changes

​

Prerequisites

Participants should be familiar with Federal tax issues for various entities

​

Advanced Preparation

None

​

Technology Requirement

Access and ability to watch a live Zoom broadcast.

Zoom has a free version. To set up your Zoom account, CLICK HERE.  To be re-directed to the Zoom website for more information, CLICK HERE

​

When will I get my CPE certificate of completion?

Within 3 business days of you providing the required words to help@jjthecpacpe.com.  This is a live format, and requires your attendance during the time designated. 

​

What if You Don't Need CPE

You do NOT need to be a CPA, EA or tax professional to attend this seminar.  It is open to the public.  If you don't need to earn CPE, then the below does not apply to you.

​

AICPA CPE Requirements

This CPE program sponsor has prepared and will present this course in accordance with The Statement of Standards for Continuing Professional Education (CPE) Programs jointly issued by the American Institute of Certified Public Accountants (AICPA) and the National Association of State Boards of Accountancy (NASBA).  This CPE provider is NOT registered with NASBA at this time.  CLICK HERE for a copy of these Standards.

​

NASBA Disclosure

This CPE program sponsor is NOT registered with the National Associate of State Boards of Accountancy (NASBA) at this time.  CPE program sponsors are not required to be registered with NASBA to provide qualifying CPE.  CPE credit can qualify as such for CPAs provided that the AICPA and NASBA standards (aforementioned) are followed.  Contact your state Accountancy Board for your state CPE requirements.

 

Your State CPE Requirements

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Some states require your provide the CPE program sponsors "state" ID.  This CPE Program sponsor does not have any specific state IDs at this time.  This CPE program sponsor has no separate state ID number for Illinois, New York, New Jersey, Ohio, Texas or Pennsylvania.

​

IRS Enrolled Agents

This CPE seminar is NOT registered with the IRS, and therefore would not qualify as CPE for Enrolled Agents requiring IRS registration.  That will be available in 2022, after it is announced.  CLICK HERE for further IRS information for Enrolled Agents CPE.

​

Licensed CPAs in Illinois, New York, New Jersey, Ohio, Texas,  Pennsylvania

NO SEPARATE STATE SPONSOR ID FOR THESE STATES IS AVAILABLE AT THIS TIME WITH THIS  CPE PROGRAM SPONSOR

​

Can Attorneys, Insurance Agents or CFPs Obtain CLE/CE Credit?

No.  None of these courses provide CLE for attorneys, CE for Insurance Professionals or CE for Certified Financial Planners