Instant Access Materials Provided with ERTC Seminar​

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

• GET INSTANTLY ALL OF THIS

• 20+ SEMINAR VIDEOs PRESENTED BY JJ THE CPA

• OVER 8 HOURS OF SEMINAR VIDEOS

• 300+ PAGE POWERPOINT, STEP-BY-STEP

• HOW TO PREPARE FORM 941-X, STEP-BY-STEP

• SEMINAR POWERPOINT

• 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.

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Major Topics

• Overview of ERTC, and the mechanics to calculate the ERTC

• Form 941-X due dates

• HOW TO PREPARE FORM 941-X

• Mapping out the ERTC rules for 2020, and 2021

• Compare ERTC rules from 2020 to 2021

• Address ERTC issues to clarify common confusions

• When, where, how to report ERTC for tax purposes

• Contingency fees related to ERTC per AICPA & IRS

• When business owners, spouses & family qualify for ERTC

• Major overview of the 4 ERTC IRS Notices

• Major matters not to forget with ERTC

• 2020 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

• 2021 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

• Gross receipts test examples for 2020 and 2021

• ERTC aggregation rules

• Employer size calculation for 2020 and 2021

• How ERTC qualified wages includes employer paid health insurance

• Calculation examples of wages and employer paid health insurance

• Overview of payroll tax forms for ERTC: Forms 941-X, 941 & 7200

• Step by step how to complete Form 941-X for ERTC purposes

• Step by step how to complete Worksheets 2 & 4 for Form 941-X

• Overview of items to complete on Form 941-X

• NOTE:  On ERTC materials page you will find 941-X instructions highlighted for the areas that apply to ERTC

• Comparing ERTC to PPP related to major common payroll items

• Biggest misconceptions when calculating ERTC with PPP

• Strategy of properly maximizing ERTC and PPP loan forgiveness

• IRS & SBA interactions common to ERTC in conjunction with PPP

• Best practice to achieve maximum ERTC and PPP loan forgiveness

• How to approach ERTC if you already received PPP loan forgiveness

• The mechanics of ERTC and PPP

• Example calculations of maximizing ERTC and PPP

• Highlight major ERTC tax law from the CARES Act

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