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Financial Institutions: Employee Retention Credit Considerations

June 23 @ 1:00 pm - 2:00 pm EDT

MossAdams CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


The Employee Retention Credit (ERC) is a refundable credit businesses can claim on qualified wages—including certain health insurance costs—paid to employees. This benefit is often overlooked by businesses that were deemed essential, such as banks and credit unions.

Join us for our webcast, Tax Credit Considerations for Financial Institutions, addressing key tax trends and revisions, potential implications for your financial institution, and federal and state compliance and planning topics related to the ERC.

We’ll address the changing tax landscape as well as the following topics:

  • COVID-19 relief initiatives, including the ERC
  • IRS guidance
  • Recent updates to the ERC
  • How banks can utilize the ERC
  • Considerations and potential risks associated with claiming the ERC


Seth Doorn, CPA, JD, Senior Manager, Moss Adams

Seth has practiced public accounting since 2010, specializing in state and local tax. He provides advisory services to clients in a variety of industries including health care, technology, and manufacturing. Seth helps clients manage and simplify their state tax compliance obligations through voluntary disclosure services and by consulting on nexus, sales and use tax, and state tax audit defense and appeals.

Craig Lammlin, CPA, JD, Senior Manager, Moss Adams

Craig has practiced public accounting since 2001, specializing in state and local tax. He provides advisory income and franchise tax services to clients in a variety of industries. Craig consults with clients on statutory and discretionary credits and incentives related to economic development activity such as job creation and retention, capital investment, and employee training.

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