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Helping Clients Navigate the Employee Retention Credit Mess
August 7, 2025 @ 2:00 pm – 3:00 pm EDT
Event Overview
Recent developments in Employee Retention Credit (ERC) processing and IRS ERC examinations have left many who made ERC claims in the dark as to whether or not they will receive them. Others are wondering whether they will be the scapegoat in penalties for an overreaching claim. Many CPAs and tax preparers are stuck in the middle and don’t know how to advise their clients or help them receive their claims.
The IRS has processed ERC claims slowly and unevenly. The IRS examination of ERC claims is also mired in confusion and nuanced legal issues. Last fall, the IRS announced a new safe harbor withdrawal process for taxpayers who have submitted ineligible ERC claims. The ERC claim withdrawal process was narrow in scope and only available to organizations that can meet all four of the IRS requirements. Questions remain for taxpayers who did not meet those requirements but may need to amend or withdraw their claim.
Learning Objectives
- Summarize current Employee Retention Credit (ERC) qualifications and challenges.
- Identify ways to follow up on the status of an ERC claim.
- Assess strategies to deal with IRS examination of ERC claims.
- Determine the ERC withdrawal process and fallout from the end of the safe harbor.
For information regarding a complaint and/or program cancellation policies, please contact Laura Schons
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