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Monday, July 22  |  1:00 p.m. - 2:40 p.m.  |  Concurrent Session

Handling ERC Audits and Amendments

2 CPE for AFSP, EA, CPA, CRTP    

After many taxpayers incorrectly claimed the employee retention credit (ERC), it’s the tax pros who are left with the aftermath and cleanup. During this session, we’ll cover how to handle ERC audits as the IRS ramps up its enforcement efforts and what to do when an ERC refund has been disallowed. Additionally, we will cover how to handle amending prior returns and what steps you can take to help your clients mitigate tax issues. 

Upon completion of this session, you will be able to:

  • Identify best practices when handling clients who are audited for ERC claims 

  • Summarize next steps after the audit 

  • Outline steps to assist clients with pending ERC claims 

CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: General understanding of ERC qualifications
Advanced preparation: None
Delivery method: Group Live

Peter H

Director at Frost Law

Partner at Frost Law

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