Employee Retention Credit Update
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, July 10, 2024
6:00 PM - 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

This topic will discuss the IRS has imposed a moratorium on processing new ERC claims after September 14, 2023. There is pending legislation that may end the ERC program as of January 31, 2024. The ERC Voluntary Disclosure Program ended on March 22, 2024. However, there is still a lot going on with ERC. ERC audits are happening. As a result, we may need to be filing Protective Claim for Refunds for clients who claimed the ERC. What should we be telling our clients? There is a lot to talk about! Please join us for this exciting update on the Employee Retention Credit.

Presenter:

Lawrence Pon, CPA/PFS, CFPR, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley, and MS in Taxation from Golden Gate University in San Francisco. 

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-01991-24-O
CTEC: 1000-CE-5440

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $30
Non-Members: $60

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.