135 ERC: Clarifying 3 Common Areas of Ambiguity


Manage episode 291006951 series 2443986
Player FM과 저희 커뮤니티의 Geraldine Carter 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date.

My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients.

Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients.

Randy has been studying ERC day in and day out, delivering trainings and webinars on the topic, and is going to highlight what he sees as the 3 most common areas of opportunity that are not getting captured.

I also solicited questions from the #Slack channel I host for my clients, from my Daily email list, and a few other locations, so we’ll do a lightning round at the end.

There are 3 common areas that Randy sees needing clarification.

280C Adjustment

Do owners and spouses qualify?

How to get PPP and ERC to play nicely together

We also discuss how valuable this can be for your clients and for you and your business. We conclude the conversation with suggestions on how to price, and where you can find out more about Randy and Tri-Merit.

Connect with Randy Crabtree:

Website: https://www.tri-merit.com/

LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/


Free 5-day email course - Better Pricing Strategies for CPAs

Get here

Want some help in your CPA firm, but not sure where to start?

Schedule a free discovery call with me:


Want to find out what options you might have for working together?

More about 1:1 coaching, roadmaps, and DIY courses here:


146 에피소드