CPA - medium firm
CPA - large firm
Enrolled Agent
Small Business Owner
Established under the CARES Act, the Employee Retention Credit (ERC), was designed to reward employers for keeping their employees employed during the height of the COVID-19 pandemic. This session will go through the main paths to successfully claiming the ERC including the decline in gross receipts path, the government shutdown path, and the recovery startup path.
We will uncover how the determine if your client’s businesses qualify for the credit, highlight the credit’s interaction with other COVID-19 programs like the PPP Loan Forgiveness plan, and review some of the more nuanced but very important rules such as aggregation, related individual, large employer, and R&D.
Learning Objectives:
- Recognize the basic rules of the Employee Retention Credit
- Describe the often confusing but rewarding government shutdown path of the ERC
- Identify and answer questions associated with qualifying the ERC for both large and small employers
- List the facts about the businesses that we have had the most success with in claiming the ERC
Maggie Crowley
Leyton
Head of Strategic Development
[email protected]
Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.
Karl Sussan
Leyton
Tax Attorney and Tax Credit Expert
[email protected]
(617) 765-0676
Karl is a Tax Attorney and Tax Credit Expert based out of San Francisco. He specializes in helping companies with their ERTC claims, R&D tax credit calculations, and assisting on audit defense of clients. He brings his extensive tax expertise with a Master of Law degree in International Tax Law from Northwestern University Pritzker School of Law. Before joining Leyton, Karl worked as a Tax Attorney at a Big 4 accounting firm where he specialized in designing Tax Engines, working with Multi-National Fortune 100 clients on restructuring work, assisting on Tax-Free Reorganizations, and helping Fortune 100 clients claim the R&D tax credit. Since joining Leyton, Karl has led his colleagues not only in the US, but also globally through trainings, designing Leyton’s own ERC Tax Engine, and providing clients with post-Submission support to ensure they get their claims filed correctly
About Our Presenter
Leyton focuses on sectors such as Research and Development, Energy Efficiency, State and Local Tax, and more. Our team of industry experts—comprised of highly skilled engineers, scientists, tax accountants, and attorneys—develops tailored strategies to transform tax into a valuable asset.
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